For law firms: keep prospect origin data consistent

Intake coordinators miss originating attorney info on prospect updates, causing assignment delays and reconciliation work. That ensures intake assigns and reports without manual fixes.

Overview

Missed originating attorney details create assignment bottlenecks and extra reconciliation for law firms. This workflow enriches prospect records with attorney identifiers and a standard note, eliminating origin gaps and reducing manual follow-ups. Intake can route and report confidently with cleaner records for operations.

Notable Features

Append attorney ID to prospects
Add standardized intake note
Flag records missing origin