Legal intake: create CRM transaction records from contracts

Intake coordinators let contract submissions stack up, creating incomplete case files and compliance gaps that stall client onboarding. Operations get a complete CRM case file to start onboarding immediately.

Overview

Contract intake that sits in inboxes creates compliance risk and delayed client onboarding for legal services. This workflow captures every submission into a complete CRM transaction file with document links and assigned tasks so operations can begin onboarding without data gaps.

Notable Features

Create CRM transaction records
Attach contract and document links
Assign transaction coordinator and tasks