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Create matters and contacts instantly from referral updates

Create matters and contacts instantly from referral updates

Your referral updates arrive without structured client details, stalling intake and assignment for project managers. It creates contact and matter records so intake can triage cases the same day.

Create matters and contacts instantly from referral updates

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Overview

Referral updates often arrive without structured intake data, which stalls triage and delays case starts. This flow converts those updates into contact and matter records so intake coordinators can assign and begin work the same day.

Create matters and contacts instantly from referral updates