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Create client intake entry from every new contact record

Create client intake entry from every new contact record

New client contacts in your case system aren't routed to intake, leaving coordinators unable to start outreach. Route contacts into intake workflows so outreach and onboarding begin same day.

Create client intake entry from every new contact record

Overview

When new contacts stay buried in case records, intake slows and first-touch momentum is lost. This workflow routes those contacts directly into your intake queue and notifies coordinators so outreach and onboarding can begin same day.

Create client intake entry from every new contact record