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Create matter file note from property intake submission

Create matter file note from property intake submission

Your intake form submissions sit outside matters, leaving paralegals without context for case setup. Add a standardized file note to the matter so intake context is available for triage the same day.

Create matter file note from property intake submission

Overview

Intake forms that live outside matters slow case setup and burden paralegals with manual copying. This flow writes a clear, standardized file note into the matter so teams have intake context and can triage and begin work the same day.

Create matter file note from property intake submission