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Create client and case records from intake webhook

Create client and case records from intake webhook

Your intake submissions arrive as webhooks without client or matter records, causing manual entry delays and missed triage windows. Managers get client profiles and open cases to start triage same day.

Create client and case records from intake webhook

Overview

Intake webhooks often arrive without client or matter records, forcing manual entry and slowing triage. This flow creates or updates client profiles and opens matters automatically so intake coordinators and case managers can begin triage the same day.

Create client and case records from intake webhook