Skip to content
Templates
Create matter file note from tenant form submission

Create matter file note from tenant form submission

Intake form replies aren't linked to matters, so notes stay scattered and context is missing. It attaches submissions as matter file notes so intake officers and lawyers see context before contact.

Create matter file note from tenant form submission

Workflow preview:

Zap details:

Overview

When tenancy intake responses aren't attached to matters, case setup stalls and lawyers lack the client context they need. This flow attaches each submission as a matter file note and routes unmatched responses to intake officers, giving teams the context they need before first client contact.

Create matter file note from tenant form submission