Create prospect records and intake notes from bookings
Create prospect records and intake notes from bookings
Your bookings arrive without intake context, so coordinators and lawyers lack client details and matter type. Receive complete prospect records and intake notes available the same day.
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Overview
New consultation bookings often arrive without usable intake context, slowing intake coordination and lawyer preparation. This flow captures appointment and form answers, classifies matter type, and creates a ready prospect record so intake coordinators can act and solicitors have context the same day.