Add new client leads from web form submissions
Add new client leads from web form submissions
Your web form submissions for accident claims arrive unstructured, leaving intake staff without contact or case context. They become consistent client lead records ready for same-day outreach.
Overview
Unstructured web leads slow down bookings and delay case starts for your intake team. This flow turns each form submission into a complete client lead record with a submission summary and routes it to intake coordinators within minutes, enabling same-day outreach and faster triage.