Create prep tasks from new client appointment bookings
Create prep tasks from new client appointment bookings
Your client appointments often arrive without matter details, leaving pre-meeting tasks incomplete. It creates prep tasks with matter context and reminders so you’re ready before meetings.
Overview
When client appointments land without matter context, prep is fragmented and meetings start unprepared. This flow turns each qualifying booking into a task with matter details and reminders, so you and your staff have what you need before the meeting.