Add new intake leads and alert on-call intake team

You receive enquiry emails unstructured, delaying lawyer callbacks and clogging intake. The benefit: structured intake records and instant alerts so lawyers call prospects the same day.

Overview

Inbound enquiry emails often arrive unstructured and block timely callbacks; prospects go cold while intake is manual. This workflow captures parsed enquiries, applies qualification rules, alerts intake coordinators via SMS and email, and logs the lead so lawyers can call prospects the same day.