Create contact note when opportunity checkbox selected for intake
Create contact note when opportunity checkbox selected for intake
PC call notes stay in CRM fields, leaving intake without case context for client work. It posts cleaned PC notes to the client record so intake and attorneys have context same day.
Overview
When intake marks the checkbox, the PC call text is transformed and written into the client file so attorneys and intake have a single source of case context. That means formatted notes appear in the client record within minutes, reducing manual handoffs and accelerating same-day billing readiness.