Add new client leads and send SMS confirmations

Incoming intake emails left unstructured scatter new client details and slow your intake process. Capture leads and send an immediate SMS acknowledgment so your intake team can follow up same day.

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Overview

Unstructured intake messages are a common leak in legal lead flow; intake coordinators spend time hunting for contact details and prospects go cold. This flow captures parsed intake emails into your tracking sheet and sends an immediate SMS so a coordinator can follow up same day.