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Create client intake entries from submitted intake forms

Create client intake entries from submitted intake forms

Your intake form submissions sit in an inbox and delay case setup and outreach. Prospects are contacted same day, preserving conversion opportunities and enabling faster case triage.

Create client intake entries from submitted intake forms

Overview

Intake submissions buried in an inbox cost you consults and add manual work for a small firm. This flow turns each submission into a client intake record, queues the case for triage, and notifies your coordinator so prospects are contacted same day.

Create client intake entries from submitted intake forms