Update client intake date on case contact records
Update client intake date on case contact records
Your intake form submissions miss timestamps, leaving new matters untriaged and delaying billing. It populates the client intake date so you can triage and invoice matters the same day.
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Overview
Stop chasing missing intake timestamps and start triaging new matters the same day. This flow writes intake dates to client records and highlights untriaged matters so intake coordinators and attorneys can assign work and invoice promptly.