Create new case matter from website contact submissions
Create new case matter from website contact submissions
Website contact submissions for free case reviews often sit untriaged, delaying intake and triage. This captures submissions as matters so intake coordinators start review same day.
Overview
When web inquiries for free case reviews pile up, intake slows and potential matters go cold. This workflow captures each submission as a matter and links or creates the client record so intake coordinators can begin review same day.