Law firms: Open trust matters from questionnaire submissions

Intake coordinators and attorneys miss trust questionnaire submissions in email, delaying client onboarding and creating inconsistent matters. This creates matter records so intake is immediate.

Overview

Law firms risk delayed client onboarding and inconsistent matter records when trust questionnaires sit in inboxes. This workflow opens matters from each submission, captures standardized intake details, and alerts the responsible attorney so case work begins without delay.

Notable Features

Create matter records automatically
Populate contact and intake fields
Notify responsible attorney and case manager