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Create case file and client record from intake webhook

Create case file and client record from intake webhook

Your intake webhooks often arrive without complete client data, leaving case files incomplete and delaying onboarding and billing. Get complete client and case records created and enriched same day.

Create case file and client record from intake webhook

Overview

Intake arriving as disparate webhooks creates manual work and slows onboarding and billing. This flow converts each intake into a linked client and case record so intake coordinators and billing staff can act with full context same day.

Create case file and client record from intake webhook