Create matter project and communication task for clients
Create matter project and communication task for clients
When engaged client records lack a matter and tasks, onboarding stalls and billable work is delayed. You get a created matter and a communication task so work can start the same day.
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Overview
When a client flips to an engaged status, this creates a matter and a communication task so your team has a place to start immediately. That reduces manual setup and gets billable work started the same day.