Skip to content
Templates
Create new client matter from paid deal and assign tasks

Create new client matter from paid deal and assign tasks

Your deals moved to Paid lack structured matter records, causing onboarding delays and missed first-contact. Gain complete case records and task lists so intake teams can begin onboarding same day.

Create new client matter from paid deal and assign tasks

Workflow preview:

Zap details:

Overview

Manual matter creation after a Paid deal creates intake bottlenecks and lost billable time. This flow converts Paid deals into structured matters with task lists so intake coordinators can begin onboarding the same day and reduce handoff friction.

Create new client matter from paid deal and assign tasks