Update client contact and matter on stage change
Update client contact and matter on stage change
Your probate intake moves stages without synced client records, causing missing contact details and delayed case setup. Get complete client contacts and matter matches for intake staff same day.
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Overview
Stop letting stage changes create manual data work for intake staff; this flow standardizes contact details and finds the right matter so your team can start case setup immediately. Expect complete contact and matter context within minutes of an opportunity advancing.