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Create client and engagement records from intake form

Create client and engagement records from intake form

Your intake forms pile up unprocessed, scattering contact and billing details. Build complete client profiles, related records, and team alerts so onboarding and invoicing start same day.

Create client and engagement records from intake form

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Overview

Intake bottlenecks cost time and delay billing. This flow converts every submission into a complete client profile with linked engagement records and an immediate team alert, so onboarding and invoicing can begin the same day. It gives program coordinators and billing staff a single reliable source to act on without manual data entry.

Create client and engagement records from intake form