Update client session dates in CRM from bookings
Update client session dates in CRM from bookings
Your mediation bookings lack structured case context, leaving paralegals to manually update client files. Populate client records with session times so mediators and paralegals have schedules same day.
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Overview
Stop manual entry and after‑the‑fact corrections: this flow writes mediation session times directly into client records so paralegals and mediators always see the latest schedule. If a match fails, the intake coordinator gets an immediate alert so cases stay ready same day.