How do intake answers become client or matter data?
Form fields map to durable entity field definitions, then save during conversion or an approved workflow action.
In Design Studio, map a form field to the client, matter, party, contact, or user field it represents. CMIForge keeps the durable field identifier behind the scenes, so labels can change without breaking the relationship.
Mapped values can be saved during conversion or by a workflow outcome configured to save entity fields. Approval-driven saves retain an audit trail.