For business owners: keep matter intake accurate across systems

Business owners see new matters fail to appear in the tracking base, delaying intake and assignments. Create or update matching matter records so case teams start work from accurate intake.

Overview

Missed or out-of-date matter records create operational gaps and delayed assignments that frustrate case teams. This workflow keeps your practice management and central tracking base aligned so case teams act on accurate intake and avoid manual handoffs. Operations leaders report fewer manual corrections and smoother handoffs after deploying similar flows.

Notable Features

Create or update matter records
Notify case teams instantly
Prevent duplicate intake entries