IT keep intake and CRM client records aligned
IT keep intake and CRM client records aligned
IT staff processing intake submissions see contracts and client info miss the CRM, creating out-of-sync matter records. It updates CRM and intake table records so operations can begin onboarding.
Overview
Missed or out-of-sync matter records stall onboarding and increase manual reconciliation for ops. This workflow lets IT enforce consistent CRM and intake-table records so operations start onboarding immediately and manual fixes disappear.
Notable Features
- Create CRM matter records
- Attach uploaded contracts to matters
- Update intake table on changes