Create new client matter in CRM from booking
Create new client matter in CRM from booking
Your consultation bookings miss intake details, leaving records incomplete and paralegals chasing context. Staff have ready contact and matter intake files same day.
Overview
Intake bookings that lack structured data force paralegals into manual follow‑up and delay case setup. This flow converts each booking into a contact and matter record and logs intake to a shared sheet so staff have ready files same day.