Create onboarding project and task for engaged clients
Create onboarding project and task for engaged clients
Your client records sometimes lack a matter project when monthly service starts, delaying intake and first billable tasks. This creates a project and starter task so your manager can triage same day.
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Overview
When a client moves into a monthly engagement, this flow builds the matter project and a starter communication task so practice managers have an actionable triage item immediately. That reduces onboarding lag and ensures first-touch work is assigned and handled same day.