Managing partners attach receptionist intake to matters for context
Managing partners attach receptionist intake to matters for context
Managing partners see receptionist messages buried, leaving attorneys without intake context and risking missed appointments. Attach reception notes to matters so attorneys have intake context.
Overview
Reception messages buried outside matters leave attorneys unprepared and risk missed appointments or poor case planning. This workflow ensures every receptionist note attaches to the correct matter or becomes a lead, giving attorneys context-rich intake before calls and eliminating manual lookup.
Notable Features
- Attach receptionist messages as comments
- Create leads from missed intakes
- Notify attorneys about updated matters