Post new consult bookings to intake channel for prep
Post new consult bookings to intake channel for prep
New estate planning bookings can arrive without a clear handoff, leaving intake and attorneys unprepared. It posts booking details to your intake channel so staff can prepare before the meeting.
Overview
When intake details land slowly, attorneys miss prep and first impressions suffer. Route new consultation bookings into your intake channel and an audit sheet so coordinators and attorneys can prepare and reach clients within minutes.