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Create intake spreadsheet row for new client matters

Create intake spreadsheet row for new client matters

Your new matter entries miss centralized tracking, leaving intake untriaged and client outreach delayed. Get one intake row per matter so practice managers can triage and contact clients same day.

Create intake spreadsheet row for new client matters

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Overview

When new matters aren't logged centrally, intake slips through the cracks and follow-up lags. Capture each new matter into a single intake worksheet and write the sheet reference back to the CRM so practice managers can triage and contact clients the same day.

Create intake spreadsheet row for new client matters