Enhancements

Activate the Call function to work with Intake Manager

When doing any follow-ups with a potential new client it's important to be able to track those calls especially when follow-up is required by the attorney.  He would use the call function to track what was discussed on follow-up call and what was decided during that call on that particular day. If the caller turns into a client you have the attorney's call notes in the case file to refer to when generating the fee agreement, etc.

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  • Aug 22 2019
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