Skip to content
Log inSign up
Templates
For project managers: start client intake when matters open

For project managers: start client intake when matters open

Project managers opening matters miss required client details, causing onboarding backlogs. Start intake sessions on matter creation so coordinators collect info and clients begin guided onboarding.

For project managers: start client intake when matters open

Overview

Project managers risk onboarding backlogs when client intake waits on manual steps. This workflow kicks off intake sessions as matters open, so coordinators capture required details and clients start guided onboarding — resulting in faster handoffs and zero missed follow-ups.

Notable Features

  • Launch intake session on matter creation
  • Populate client record with details
  • Notify intake coordinators and assignees

For project managers: start client intake when matters open