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Create matter and assign tasks from paid deal

Create matter and assign tasks from paid deal

Your deals moved to a paid stage can leave case setup incomplete, delaying intake and client contact. Create matters and assign an initial task list so intake coordinators can start work the same day.

Create matter and assign tasks from paid deal

Overview

Deals that hit a paid stage should trigger immediate case setup, not more manual work. This workflow creates the matter and assigns a starter task list so intake coordinators and attorneys can act the same day, reducing setup lag and speeding first contact.

Create matter and assign tasks from paid deal