Keep managing partners informed with intake notes on matters

Managing partners miss intake details when forms go untagged, delaying triage and risking consult readiness. Ensures attorneys have context before consults.

Overview

Small law firms lose consult readiness when intake forms never reach matter files. This workflow captures every intake and appends notes to matters or creates matter comments, giving attorneys the case context they need before consults and preventing missed follow-ups.

Notable Features

Append intake notes to matters
Create matter comments when missing
Notify attorneys of new intakes