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  1. Lexicata Help Center
  2. How-Tos
  3. Quick Intake

Quick Intake

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  • How to use the quick intake to create a new matter
  • How to use quick intake for a company
  • How to add a second matter for an existing contact through the quick intake
  • How to add a matter custom field to the quick intake
  • How to add a contact custom field to the quick intake
  • How to assign a matter on the quick intake
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