Create matter notes from board items for case records
Create matter notes from board items for case records
Your intake board items fail to become matter notes, leaving attorneys and billing staff without case context. Capture those notes to keep matters updated for same-day triage and billing readiness.
Workflow preview:
Zap details:
Overview
Intake notes that never reach matter records slow down attorneys and delay billing. This flow captures board entries as matter notes and surfaces secure links so practice managers and billing staff have context for same-day triage and invoicing. It eliminates manual copying and keeps records ready ahead of the next billing run.