Create intake calendar events for legal intake teams
Create intake calendar events for legal intake teams
Your intake bookings land only in the scheduler, leaving coordinators without intake context before sessions. Coordinators receive team calendar events with contact and intake notes same day.
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Overview
Avoid day-of scrambling by giving coordinators the full context they need the moment a booking is made. Bookings become complete team calendar events with contact and intake notes, so staff can prepare reliably same day.