Legal operations: Capture intake accounts and create deals

Director of operations at law firms loses clients when intake stays only in the practice system, causing missed outreach. It creates CRM contacts and opens deals so fee earners can start outreach.

Overview

Intake gaps leave clients uncontacted and matters stalled. This workflow turns each new intake in your practice system into a CRM contact with an open deal, giving directors of operations and fee earners a single place to act. Expect faster handoffs, zero missed follow-ups, and clearer pipeline visibility.

Notable Features

Create CRM contacts from intake
Open an active deal record
Alert director and fee earners