Create pinned client communication log on case records
Create pinned client communication log on case records
You receive intake payloads that don't create a central case note, leaving client interactions scattered and counsel missing context. It pins a consolidated client log to the case record same day.
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Overview
When intake details arrive without a central log, attorneys waste prep time hunting for context; centralizing that record removes friction. This flow pins a single client communication note to the case record and updates related client fields so counsel sees full context same day.