Add new client intake submissions to lead sheet

You receive client intake form submissions that sit unlogged, delaying case triage and initial outreach. It records each submission to your lead sheet so case managers can begin outreach same day.

Overview

Client intake forms often arrive unlogged, stalling triage and delaying first contact. This workflow captures each submission into a central lead sheet and surfaces new inquiries so intake coordinators and case managers can start outreach the same day.