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Keep IT-managed client matters and calendars aligned for operations and attorneys

Keep IT-managed client matters and calendars aligned for operations and attorneys

IT admins see intake updates break matter records, causing scheduling conflicts and duplicate contacts. This flow creates matters, books meetings, links spouse contacts, and updates intake boards to keep records aligned.

Keep IT-managed client matters and calendars aligned for operations and attorneys

Overview

Out-of-sync intake and matter records create scheduling chaos and duplicate contacts that slow attorneys and ops. This workflow ensures matter creation, meeting booking, and contact linking happen at intake, eliminating manual handoffs and keeping records aligned so operations and attorneys can rely on a single source of truth.

Notable Features

  • Create matter records in your system
  • Schedule client meetings on calendar
  • Link spouse contact when present

Keep IT-managed client matters and calendars aligned for operations and attorneys