Create incoming client call logs in case records

Reception call messages aren't logged to matters, leaving engagement and attribution incomplete. It logs calls to matters so marketing ops can analyze touchpoints same day.

Create incoming client call logs in case records

Overview

Unlogged reception calls fragment engagement data and weaken attribution for campaigns. This flow captures incoming client interactions into matter records so marketing ops sees touchpoints and produces same-day reporting for outreach analysis.

Create incoming client call logs in case records