Keep case managers' intake records complete and consistent

Case managers accepting intakes rekey client info, causing missing details and inconsistent matters. Create contact and matter records, notes and attachments so case managers start with complete files.

Overview

Manual intake handoffs create missing information and slow case starts. This workflow converts accepted intakes into client and matter records, notes and attachments across your practice and contact systems, ensuring case managers begin work with complete files and reducing manual entry risk.

Notable Features

Create contact and matter records
Attach uploaded files to matters
Notify case managers of new matters