Create matter communication notes from intake log entries
Create matter communication notes from intake log entries
Your intake communication logs are isolated in the database and lack matter context for case teams. Creates CRM matter notes so coordinators get context and billing can start same day.
Overview
When intake communication logs stay trapped in the database, coordinators and billing staff miss key matter context. This flow creates CRM matter notes and writes the CRM note ID back to the source so case teams see context and billing can proceed same day.