Onboarding HubSpot clients into Actionstep following automated transfer

This guide demonstrates how to onboard a client from HubSpot into Actionstep when they require a tax search. The goal is to accurately transfer client notes, establish next-of-kin relationships, update legal file properties, and upload required documents to prepare for the tax report request.

This workflow applies to legal intake teams and case managers responsible for initiating TPD (Total and Permanent Disability) claims and tax search procedures.

Transfer Client Notes from HubSpot to Actionstep