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Create project and folder when matter moves to consultation

Create project and folder when matter moves to consultation

Matter records moving to consultation leave intake without a project or folder, slowing coordinators. The process creates project and folder and updates the record so coordinators get links same day.

Create project and folder when matter moves to consultation

Overview

When a matter enters consultation, ad-hoc setup often leaves coordinators scrambling and slows billable starts. This flow provisions a project, a client folder, and writes both links back into the record so your coordinators can begin work the same day.

Create project and folder when matter moves to consultation