Create matter file records and link to case system
Create matter file records and link to case system
Your intake forms have inconsistent file numbers and missing matter links, stalling triage. Save standardized matter records and reference IDs so coordinators can triage and bill same day.
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Overview
Intake inconsistencies slow case start and delay billing; this flow extracts, normalizes, and records file numbers and linked matter IDs directly into your tracking table. Intake coordinators can triage and ready matters for billing the same day.