Create or update client contact records from changes
Create or update client contact records from changes
When client rows in your intake database update without a linked contact, intake coordinators and attorneys miss synchronized phone numbers and status. It keeps records current for same-day outreach.
Overview
Keep client contact records authoritative across intake and your contact system so intake coordinators and attorneys never work from stale phone, stage, or assignment data. With updates reflected within minutes, your team can do same-day outreach and reduce billing gaps.