Keep marketing ops contact notes linked to matters

Marketing ops lose client context when matter notes aren't added to contact records, causing fragmented histories. This ensures contact profiles include matter notes for faster personalization.

Overview

Marketing ops lose valuable case context when matter notes live only on matters, weakening personalization and campaign relevance. By copying matter notes into contact profiles you create a single client history that enables faster, more relevant outreach and reduces the risk of missed case details.

Notable Features

Copy matter notes to contacts
Attach original author and date
Notify marketing ops of updates