Keep law firm matter records updated with intake notes

Operations coordinators lose intake context when forms aren't linked to matters, leaving attorneys with incomplete files. It adds a standardized internal note so staff see full intake context.

Overview

Missing intake context creates rework and risk during client handoffs. This workflow appends a consistent internal note and links to each matter so attorneys and staff always start with full intake context. The result is fewer manual lookups and a clearer operational audit trail.

Notable Features

Create matter comment with intake summary
Attach client links and IDs
Match submissions to matter records