Create intake client record and matter in CRM
Create intake client record and matter in CRM
Your client intake bookings arrive without a structured CRM record, creating extra prep work and invoice delays. You receive a populated contact, deal, and intake row ready for review the same day.
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Overview
New client bookings should instantly produce a billable matter and a clear intake trail. This flow turns a booking into a contact, a CRM deal, and a spreadsheet row so your paralegal and attorney can begin case work the same day and avoid missed billing steps.