Create matter note and dashboard entry for repurchase
Create matter note and dashboard entry for repurchase
Your repurchase matters lack consistent attorney notes and dashboard entries, slowing review. Adds a file note, logs dashboard rows, and routes a prefilled evaluation form for same-day decisions.
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Overview
When a repurchase offer hits a matter, you need a fast, auditable path for review so attorneys can decide without hunting for context. This flow writes a case note, logs the offer to your dashboard, updates marketing attribution when present, and routes a prefilled evaluation so decisions happen same day.