Skip to content
Log inSign up
Templates
Create matter and schedule intake meeting from board item

Create matter and schedule intake meeting from board item

Your intake records often miss a matter ID, contact link, or meeting time, leaving paralegals scrambling. Get matters, linked contacts, and scheduled intakes ready same day.

Create matter and schedule intake meeting from board item

Overview

Remove manual handoffs and ensure every intake becomes a tracked matter with a scheduled intake meeting so paralegals have context the same day. For IT, this reduces follow-up tickets and keeps scheduling accurate, cutting time spent on triage.

Create matter and schedule intake meeting from board item