Create new matter records from client booking calendar events

Your booking calendar events lack structured client details, delaying intake and case preparation. Capture contact details into a matter record so attorneys and coordinators can begin prep the same day.

Overview

Manual matter creation from calendar bookings wastes attorney and coordinator time and risks missing contact details before appointments. This flow captures booking contact data and builds a matter record so intake and attorneys can prepare cases the same day. You get files ready before the first meeting and eliminate routine admin delays.