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Create client and project records from intake form

Create client and project records from intake form

Your intake forms land with messy contact and address data, delaying case setup and blocking outreach. The workflow produces clean contact and project records so you can follow up the same day.

Create client and project records from intake form

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Overview

Intake with inconsistent names, addresses, or multiple contact fields stalls onboarding and billing. This flow standardizes incoming form data and creates both contact and project records so program coordinators and billing staff have ready records. Expect reduced manual entry and same-day follow-up availability.

Create client and project records from intake form