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Create client record when case enters active treatment

Create client record when case enters active treatment

Your case entries lack a client record when matters move to active treatment, causing intake delays and missed outreach. This creates complete client profiles so intake starts same day.

Create client record when case enters active treatment

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Overview

When matters move into active treatment you need intake and billing to start immediately, not after manual entry. Automating client row creation gives attorneys and intake coordinators full contact and case context within minutes, enabling same-day outreach and billing readiness.

Create client record when case enters active treatment