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Create new client record, contact and intake packet

Create new client record, contact and intake packet

Your lead approvals still require manual creation of client files and contacts, which delays case intake. It generates contacts, a client folder, and signed intake PDF so intake begins same day.

Create new client record, contact and intake packet

Overview

Manual intake eats time and delays billing for small legal practices. This flow turns an approved lead into a contact, client record, folder, and signed intake PDF so your team can begin onboarding the same day. That reduces administrative drag and gets files ready for the first client meeting.

Create new client record, contact and intake packet