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Create client record, matter, folder and calendar event

Create client record, matter, folder and calendar event

Your intake submissions can leave matters and court dates untracked, stalling prep. Capture client records, matter folders, calendar events and ID checks so work begins same day.

Create client record, matter, folder and calendar event

Overview

Stop starting cases with missing records and untracked court dates. This flow converts each intake submission into a ready-to-work client and matter portfolio—folder, documents, ID check and calendar event—so attorneys can begin preparation same day.

Create client record, matter, folder and calendar event