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Create client and spouse records from intake form

Create client and spouse records from intake form

Your intake submissions aren't centralized, causing duplicate client records and delaying file setup. It creates client and spouse records, folders, and import files so you can onboard same day.

Create client and spouse records from intake form

Overview

Intake that never reaches your client database creates duplicated work and slows onboarding and billing. This flow captures submissions, creates centralized client and spouse records, folders, and import-ready CSVs so onboarding and billing can begin same day.

Create client and spouse records from intake form