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Create or update engagement rows from new matters

Create or update engagement rows from new matters

Converted matters miss engagement rows, leaving intake details scattered and support handoffs delayed. It updates the engagement tracker so coordinators have accurate intake records.

Create or update engagement rows from new matters

Overview

When converted prospects don't appear correctly in your engagement tracker, intake details scatter and support can't prepare for onboarding. This flow creates or updates tracker rows immediately so coordinators receive accurate intake records and can act same day.

Create or update engagement rows from new matters