Create Debt Defense matter from new client contact record
Create Debt Defense matter from new client contact record
Your new client contacts without matter setup delay case triage and filing prep. Get matters and person records created automatically so triage and filings begin the same day.
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Overview
When contacts enter your CRM without matter setup, filing prep and triage stall and coordination spikes. This flow creates the client and Debt Defense matter and notifies owners so triage and filings can begin the same day.