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Create new client and matter from incoming email

Create new client and matter from incoming email

Your inbox receives unstructured client inquiries, delaying intake and matter creation. Intake coordinators get records and replies within 48 business hours.

Create new client and matter from incoming email

Overview

Inbound legal inquiries often arrive unstructured, so intake and matter creation get delayed and opportunities slip. This flow turns qualifying emails into a contact and open matter and sends an acknowledgement so intake coordinators can act within 48 hours.

Create new client and matter from incoming email