Add new spreadsheet leads to client intake list

When qualifying leads sit in your master sheet, intake stalls. You forward each qualifying lead to the client intake list and case endpoint so cases are ready same day.

Overview

Manual copying of new leads wastes owner and coordinator time and delays case starts. This pipeline captures qualifying rows from your master sheet, writes them into the client summary, and submits intake to your case endpoint so intake coordinators can act the same day. Implementing it eliminates copy-paste handoffs and gets cases ready for review within hours.