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Create contact and deal from referral emails for conveyancing team

Create contact and deal from referral emails for conveyancing team

Referral emails hide client and partner details, leaving your conveyancing team without CRM entries or matter context. It extracts contact and referral fields, upserts contacts and creates a deal so you can triage referrals same day.

Create contact and deal from referral emails for conveyancing team

Create contact and deal from referral emails for conveyancing team