Add completed inbound calls to your intake log sheet

Your completed call records arrive scattered, leaving intake coordinators without the context needed for client screening. The intake sheet centralizes call details so coordinators can triage same day.

Overview

Inbound calls are a primary source of new matters but often land without consistent logging, causing intake delays and missed consultations. Centralizing every completed call into a shared intake sheet gives coordinators the context to triage and schedule callbacks same day.