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Create case record and instantly notify assigned counsel

Create case record and instantly notify assigned counsel

Your intake documents arrive as unstructured contact notes, causing manual entry and delayed case setup. You get complete case records and instant attorney alerts so follow-ups start within minutes.

Create case record and instantly notify assigned counsel

Overview

Intake PDFs and emails that sit unprocessed create delays and unclear ownership. This flow turns parsed intake into case and client records and pings the assigned attorney, so follow-ups and case setup begin within minutes.

Create case record and instantly notify assigned counsel