Create client record and attach intake files instantly
Create client record and attach intake files instantly
When retained CRM contacts don't sync, intake stalls and files stay scattered. Create client records and attach emails and documents so intake can start same day.
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Overview
When a contact becomes a retained client, onboarding should start immediately rather than wait for manual copy-and-paste. This flow creates the client record and moves associated emails and documents into your case system so intake coordinators can begin work the same day.