Create discovery matter from free chat bookings for client intake
Create discovery matter from free chat bookings for client intake
Your discovery call bookings lack intake context and leave client details unrecorded. Create matter records and add contacts automatically for prompt intake before the consultation.
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Overview
When free discovery chats come in without recorded intake, client information and preparation time get lost. This flow creates contact and matter records and alerts your intake channel so you can triage and prepare within minutes before the call.