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Create client and case records from uploaded PDFs

Create client and case records from uploaded PDFs

You get client intake PDFs that contain unstructured fields and slow triage and case setup. It extracts data and creates CRM contact and case records so intake can triage same day.

Create client and case records from uploaded PDFs

Overview

Client intake PDFs often arrive unstructured and force paralegals into manual data entry, delaying case opening. This flow extracts the key fields, creates contact/prospect/case records, and alerts intake so teams can triage same day.

Create client and case records from uploaded PDFs