Keep prospect stages consistent for intake and lawyers

Intake coordinators and lawyers see stage changes create inconsistent prospect statuses, leading to duplicate outreach. Keep prospect stages aligned so intake and legal act on accurate records.

Overview

Misaligned prospect stages cause duplicate outreach and manual reconciliation that slow intake and risk client experience. This workflow keeps your client list and CRM aligned so intake coordinators and lawyers act on accurate records, eliminating needless follow-ups and reconciliation overhead.

Notable Features

Update prospect status in CRM
Notify intake coordinators and lawyers
Filter and map stage changes