Create claimant records from online intake form submissions
Create claimant records from online intake form submissions
Your intake questionnaires arrive unprocessed, leaving coordinators scrambling and delaying case setup. It creates claimant entries and links forms to CRM and records so intake can start same day.
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Overview
When sensitive intake forms sit unprocessed, intake coordinators lose time and trust with prospects. This workflow captures intake questionnaires into your claimant base, links them to the originating CRM deal, and assigns an owner so intake can start same day.