Return or create most recent client affiliation record
Return or create most recent client affiliation record
Your incoming contact data often lacks a client affiliation, causing duplicates and slower matter setup. Find or create the right affiliation so intake and billing proceed same day.
Overview
When incoming client info isn’t linked to an existing affiliation, matter setup and invoicing stall and team members waste time reconciling duplicates. This flow finds or creates the correct affiliation and returns the record immediately so intake and billing can move forward same day.