Keep law firm project records updated from reception messages

Marketing ops coordinators miss reception notes from clients, leaving project records incomplete and delaying legal follow-up. This workflow adds reception messages to the project record, so legal staff have full contact and message context for timely follow-up.

Overview

Missed reception notes leave cases stalled and expose legal teams to follow-up gaps. This workflow captures reception messages into the project record and alerts case staff, reducing missed follow-ups and giving legal teams full message context to act confidently.

Notable Features

Add client messages to projects
Match messages to existing clients
Notify case teams of updates