Skip to content
Log inSign up
Templates
Create matter note and email client upon intake

Create matter note and email client upon intake

You get intake submissions with no structured matter history, leaving paralegals and counsel without context. It logs a file note and emails the client so paralegals can triage same day.

Create matter note and email client upon intake

Overview

Intake submissions that lack structured notes slow down triage and frustrate clients; this flow ensures every intake becomes a filed note and triggers a client confirmation. Your paralegals and the managing attorney get context immediately and clients hear from you same day.

Create matter note and email client upon intake