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Create matter notes and time entries from meeting forms

Create matter notes and time entries from meeting forms

Your meeting summaries from intake forms often sit unfiled, leaving matters without notes or documents for review and billing. Add notes, upload files, and create billing entries same day.

Create matter notes and time entries from meeting forms

Overview

Unfiled meeting summaries stall case prep and delay billing. This flow files notes, uploads meeting documents, and posts billable time to the correct matter automatically so cases are documentation-ready the same day.

Create matter notes and time entries from meeting forms