Add new lead to intake sheet and notify team

You miss timely follow-up when ad leads land only in an inbox without intake context for legal cases. So leads are logged centrally and your intake team can contact prospects same day.

Add new lead to intake sheet and notify team

Overview

Leads from ad forms often sit in the platform inbox and never reach intake in time; this flow centralizes every submission, notifies the intake list, and triggers downstream routing instantly. Program coordinators can pick up and contact prospects the same day, improving first-touch speed.

Add new lead to intake sheet and notify team