Attorney intake: Never miss consultation emails for firms

Intake staff miss 'Consultation Request' emails in shared inboxes, leaving prospects untriaged. Alerts route consultation emails to intake queues, so staff triage and assign them to attorneys quickly.

Overview

Missed consultation emails cost law firms prospective clients and stalled cases. This workflow routes every 'Consultation Request' email into intake queues and notifies staff, eliminating missed follow-ups and ensuring attorneys receive assigned prospects promptly.

Notable Features

Notify intake staff on arrival
Extract key client details
Route emails to intake queues