Coordinate intake conversations and notes
Separate prospect messages from internal follow-up notes.
- 2 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- Access to a firm Opportunity.
- Who can do this
- Only authorized participants can work on that Opportunity; collaborators do not gain private consultation access.
The essentials
Firm follow-up includes messages for the prospect and notes for the team. First decide who should read what you are about to write.
Part 1 of 6