Create or update attorney contact records for referrals

Your referring-attorney submissions lack consistent CRM records, causing missed outreach and delayed billing. It standardizes contact creation and updates so intake coordinators can act the same day.

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Overview

Stop manual entry and inconsistent attorney records by turning incoming referral details into a single CRM contact record the same day. Intake coordinators and partners get a reliable referring-contact record for outreach and billing, reducing missed referrals before the next billing run.