Create matter and intake task from new case
Create matter and intake task from new case
Your CRM matter rows arrive without linked client context or fee details, slowing intake and billing. Get complete matter, contact, and intake task records for coordinators same day.
Workflow preview:
Zap details:
Overview
Intake rows that never become matter records force intake and billing teams into manual data entry and delay client work. This flow turns each new intake row into a fully provisioned case record, linked contact, and assigned intake task so coordinators can act on cases same day.