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Create or update client matter from intake webhook

Create or update client matter from intake webhook

Your intake payloads often create inconsistent client profiles and delay matter creation. The workflow creates or updates client and matter records so triage and outreach start same day.

Create or update client matter from intake webhook

Overview

Intake gaps slow onboarding and leave intake coordinators manually stitching client data. This flow standardizes incoming payloads into accurate client and matter records, so your team can start triage and outreach the same day.

Create or update client matter from intake webhook