Legal marketing ops capture won deals into intake sheet

Marketing ops at law firms lose won-deal details in CRMs, delaying client sendoff and risking billing starts. It adds an intake row and notifies operations so onboarding starts without manual entry.

Overview

Law firm onboarding stalls when won-deal details live only in the CRM. This workflow captures every won deal into a validated intake sheet and notifies operations, preventing missed sendoffs and protecting billing and engagement momentum.

Notable Features

Add intake rows to spreadsheet
Notify operations and marketing ops
Format and validate client fields