Streamline intake from bookings for small law firm partners

Partners miss consultations when bookings don't reach the case board, causing intake gaps and unclear attorney assignment. So partners have intake and attorney assignment ready.

Overview

Missed booking entries create intake gaps that slow case preparation and risk client experience. This workflow turns every booking into a case board record with intake details and attorney assignment so partners never hunt for information. Firms report faster handoffs and fewer missed consultations.

Notable Features

Create case board items
Assign attorneys from booking info
Attach intake responses to records