For law firms: create matters from paid deals instantly
For law firms: create matters from paid deals instantly
Business owners at law firms see intake stall and client files remain incomplete when paid deals don't create matters. This flow creates matter records from paid deals automatically, ensuring the legal team can begin case work promptly.
Overview
Intake stalls and incomplete client files delay case starts and risk billable work slipping through the cracks. This workflow converts paid deals into fully populated matter records and assigns intake tasks automatically, eliminating manual handoffs so legal teams begin case work promptly. Firms adopting this pattern report faster handoffs and fewer missing fields.
Notable Features
- Create matter records from paid deals
- Populate client and case fields
- Assign task lists and notify assignees