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Create matter and attach link to deal record

Create matter and attach link to deal record

CRM deals hit contract stage with no linked matter, creating intake and billing gaps for monthly clients. Create the matter and add its link to the deal so billing and case work proceed same day.

Create matter and attach link to deal record

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Overview

Deals that reach contract stage without a matter create intake and invoicing bottlenecks; this flow creates the client matter and writes its reference back to the deal, removing manual setup. That means case intake and monthly billing can start same day, reducing administrative friction for you and your case manager.

Create matter and attach link to deal record