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Create client intake files from incoming consult emails

Create client intake files from incoming consult emails

Your consultation intake emails often hide client answers in long threads, causing slow case intake and missed follow-ups. Intake files are created and organized so you can review submissions same day.

Create client intake files from incoming consult emails

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Overview

Stop chasing answers inside long email threads and reduce intake friction for your practice. This flow turns consultation replies into organized client intake files so your intake coordinator can review and act on new prospects the same day.

Create client intake files from incoming consult emails