Create intake reports in Casebook for new submissions in Tally

Effortlessly manage your case intakes by connecting Tally and Casebook with this seamless workflow. When a new submission is received in Tally, an intake report is instantly created in Casebook, enabling you to keep track of case information and streamline your organization's processes. Stay efficient and organized by allowing Tally and Casebook to work hand-in-hand to simplify your case management tasks.