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Create update task for referring attorney on project

Create update task for referring attorney on project

Your case phase changes can leave referral sources stale, harming attribution. This creates a task to update the referring attorney so intake and marketing have correct referral data same day.

Create update task for referring attorney on project

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Overview

When matter phases move into referral or disposition stages, referral attribution often falls behind and marketing reporting degrades. This flow creates a clear, assigned task for intake to verify the referring attorney, ensuring partner credits and reports are accurate same day.

Create update task for referring attorney on project