Keep matter intake linked to correct client records

Legal ops and case teams lose intake when forms aren't linked to matters, causing misfiled records. It attaches form answers to the right matter so case teams start with complete intake.

Overview

Legal operations spend time chasing incomplete intake and misfiled notes, putting cases at risk of delays and compliance gaps. This workflow routes onboarding answers into the correct matter record and notifies the case team, eliminating manual transcription so case teams begin review with complete intake.

Notable Features

Attach form answers to matters
Find or create matching matters
Notify case teams on update