Update matter and calendar from each new booking
Update matter and calendar from each new booking
Your scheduling bookings lack a linked matter, leaving paralegals without case context and delaying prep. It adds a file note and updates the calendar so the team has case context before the meeting.
Workflow preview:
Zap details:
Overview
When bookings arrive without matter context, paralegals scramble and prep suffers; linking bookings to matters fixes that. This flow gives your team matter-linked notes and calendar updates so case context is visible before the meeting.