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Create lead record and sheet row from booked appointment

Create lead record and sheet row from booked appointment

Your 15 minute discovery bookings aren't logged, so paralegals miss attendee context and follow-ups slip. Capture contact and booking info into your CRM and intake sheet for same-day triage.

Create lead record and sheet row from booked appointment

Overview

When discovery calls aren't logged, intake stalls and prospects cool off. This flow captures booking contact details and logs them into your lead system and intake sheet so paralegals can triage and reach out the same day.

Create lead record and sheet row from booked appointment