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Create triage task for new in-person consultations by practice area

Create triage task for new in-person consultations by practice area

Your in-person bookings lack structured handoffs, leaving coordinators scrambling and attorneys underprepared. Tasks are created with booking details and contact context so teams are ready ahead of the appointment.

Create triage task for new in-person consultations by practice area

Overview

When in-person consultations arrive without a structured handoff, coordinators scramble and attorneys miss prep. This flow converts each booking into a prioritized task with schedule, intake context, and an assigned owner so teams are ready ahead of the appointment.

Create triage task for new in-person consultations by practice area