Add new client intake from reception messages to marketing

You receive new client leads from 24/7 reception messages that sit unprocessed and delay marketing follow-up. It captures contact and case basics so campaign managers can begin outreach quickly.

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Overview

New client leads coming from reception often stall before marketing can act, costing momentum on first-touch outreach. By capturing contact and case basics into your intake system and notifying campaign managers, you enable same-day nurture and faster onboarding handoffs.