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.

Add legal intake submissions to CRM lead queue

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.

Add legal intake submissions to CRM lead queue