Create consultation worksheet and attach its link to matter

Your intake questionnaires go unprocessed, leaving matters without consultation notes and delaying triage. The worksheet link and matter update are added so attorneys can start triage the same day.

Workflow preview:

Zap details:

Overview

When questionnaire intake piles up, attorneys and coordinators lack the structured context needed to act quickly. This flow converts each completed questionnaire into a populated consultation worksheet and pins a shortened link to the right matter so your team can begin triage the same day.