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Create new matter and assign owner from intake row

Create new matter and assign owner from intake row

Your intake spreadsheet rows lack matter and contact data, stalling intake and leaving attorneys without assignment context. The flow creates matter and contact records so work begins same day.

Create new matter and assign owner from intake row

Overview

Unstructured spreadsheet intake slows case starts and leaves attorneys without context. This flow converts each new row into a populated matter and contact record so coordinators and attorneys get assignment details and can begin work same day.

Create new matter and assign owner from intake row