Create new client record and onboarding task set
Create new client record and onboarding task set
Your new client entries often lack contact, billing, and task records, leaving intake fragmented. It creates contact, billing updates, a team channel, and onboarding tasks so work begins same day.
Overview
New client intake often scatters contact info, billing fields, and onboarding tasks across systems, delaying first outreach. This flow captures the client record, creates a private team channel, logs conflict and channel rows, and seeds onboarding tasks so your intake coordinator and managing attorney can start work same day.