Law firm IT: create client and matter records from intake

IT admins see intakes miss matter creation, leaving attorneys missing case records. This flow creates client and matter records from CRM into your practice system so intake coordinators can begin work.

Overview

Missed matter setup leaves attorneys without the case context they need to start billable work. This integration ensures every CRM contact becomes a client and matter in your practice system, eliminating manual entry and giving intake coordinators and attorneys immediate access to accurate case records. With audit logs and notifications, you get reliable handoffs and fewer setup errors.

Notable Features

Create client and matter records
Notify intake coordinators on creation
Map CRM fields to matter templates