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Create or update retained matter from opportunity record

Create or update retained matter from opportunity record

Your Opportunity checkbox sometimes doesn't spawn a firm matter, causing billing gaps. The workflow creates or updates the matter and links IDs so intake and billing staff are ready same day.

Create or update retained matter from opportunity record

Overview

When intake marks an opportunity retained, this flow instantly creates or updates the firm matter and writes the matter ID back to your CRM. Intake specialists and billing staff get a ready matter record same day so attorneys can begin client work without administrative delay.

Create or update retained matter from opportunity record