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Create new client matter and folder from intake form

Create new client matter and folder from intake form

Your intake form replies don't create matters or folders, making onboarding manual and slow. Creates matter, team folder, confirmation email, and fee entry so project managers can act same day.

Create new client matter and folder from intake form

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Overview

Intake submissions often sit unprocessed while staff create matters, folders, and fee records manually. This flow creates the matter, provisions a team folder, sends the client a confirmation, and logs the consultation fee so project managers can act same day.

Create new client matter and folder from intake form