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Create case record from intake webhook to case desk

Create case record from intake webhook to case desk

Your intake leads arrive as raw payloads, leaving client details scattered and cases untracked. New client and case records are created automatically for same-day triage.

Create case record from intake webhook to case desk

Overview

Intake that sits in inboxes delays triage and weakens first-response quality. This flow converts inbound payloads into fully populated client and case records, giving intake coordinators and lawyers triage-ready files within the same day.

Create case record from intake webhook to case desk