Create matter and client records from intake forms
Create matter and client records from intake forms
Unprocessed estate planning intake forms delay file openings and miss party details. It creates client records, opens the matter, and queues an admin review task same day.
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Overview
When intake questionnaires pile up, file openings stall and partners lack participant context. This flow converts each completed form into client records, opens the matter, and assigns an admin review so matters are ready for intake the same day.