Create client relationship records from converted lead updates
Create client relationship records from converted lead updates
Your converted leads lack client-to-matter links, leaving intake staff without account or matter context. This creates or updates a relationship record so case teams get linkages same day.
Overview
Converted leads must carry account and matter context into intake systems so case teams can act quickly. This workflow captures those relationships into a single table and updates them within minutes, giving intake specialists and case managers same-day linkages for onboarding and assignment.