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Update matter risk fields from intake form submissions

Update matter risk fields from intake form submissions

Your risk assessment form responses sit in inboxes instead of updating the matter record. Capture form fields into the matter so partners and compliance get updated records same day.

Update matter risk fields from intake form submissions

Overview

Manual entry of risk assessments leaves matters out of date and increases compliance friction for partners. This flow writes submitted risk answers directly into the matter record so partners and practice managers see risk status and reviewer details within minutes, enabling timely triage and next-step planning.

Update matter risk fields from intake form submissions