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Create case and contact from intake chat entries

Create case and contact from intake chat entries

You get intake chats without structured case details, creating manual work and slowing triage. Capture and populate client contact and case records so coordinators can assign work same day.

Create case and contact from intake chat entries

Overview

Intake chats must become usable case files, or coordinators spend hours on manual entry and triage slips. This workflow turns chat transcripts into a contact and a new case record so coordinators can assign work and start outreach the same day.

Create case and contact from intake chat entries