Update telephone appointments with intake details for schedulers
Update telephone appointments with intake details for schedulers
Your telephone appointments lack intake context, leaving schedulers and attorneys unprepared. It supplies complete appointment notes so staff are ready before calls.
Workflow preview:
Zap details:
Overview
When telephone bookings lack intake context, calls start cold and staff waste time tracking down answers. This flow enriches each telephone appointment with intake answers and matter context so schedulers and attorneys have full notes within minutes of booking.