Law firm owners: create client record when case is treating

Attorney-owners lose client details when cases move to Treating, causing intake and billing delays. Create client records on Treating status so intake, scheduling and billing start promptly.

Overview

Missed client details when cases flip to Treating create intake bottlenecks and billing gaps for small law firms. This workflow ensures every Treating case produces a standardized client record so intake, scheduling, and billing begin without manual handoffs, reducing manual entry and compliance risk.

Notable Features

Create client records automatically
Populate contact and assignment details
Notify attorney and operations staff