Add legal intake submissions to CRM lead queue
Add legal intake submissions to CRM lead queue
Your legal intake form responses arrive unstructured and slow triage for paid consultations. They get routed into contact records for intake coordinators to triage same day.
Overview
Unstructured intake responses create manual re-entry and slow follow-up, costing conversions. This flow captures each submission as a contact, consolidates contact details, and attaches uploads so intake coordinators can triage and respond the same day.