For managing partners: attach prefilled client intake links
For managing partners: attach prefilled client intake links
Managing partners and intake staff miss client context when consultations lack prefilled intake, causing case-prep gaps. It attaches a prefilled intake link to the contact so attorneys arrive prepared.
Overview
Law firms risk weak case preparation when client intake happens at the last minute. This workflow ensures a prefilled intake link is recorded on the contact so attorneys and intake staff start consultations with complete client details, reducing case-prep gaps and the risk of missed deadlines.
Notable Features
- Create prefilled intake links
- Attach link to contact record
- Notify attorneys and intake staff