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Create conflict check row for new client records

Create conflict check row for new client records

New conflict-check records in your CRM can go untracked, leaving intake unclear and matter setup delayed. The sheet delivers records for coordinators and the COO to review, enabling action same day.

Create conflict check row for new client records

Overview

When conflict checks don’t land in a single place, intake stalls and leaders scramble to triage. This flow captures new conflict-check records into your intake sheet so coordinators and the COO can review and prepare matters the same day.

Create conflict check row for new client records