No double entry, and the Matter Opened stage

You'll be able to: close the loop between the two systems so nobody types a client twice and the pipeline shows when a matter is really open. Double entry is where errors are born: a name spelled two ways, a phone number with a digit swapped, a matter opened under the wrong attorney.

This is how the lesson opens. The full lesson and its knowledge check are in the academy, with an account.

See every lesson in Intake Across Offices