Create client intake leads and email team alerts
Create client intake leads and email team alerts
Your paid social lead submissions lack intake tracking and consistent contact context, leaving attorneys and coordinators unprepared for outreach. Leads are recorded to your intake sheet and emailed to intake coordinators same day.
Overview
Paid social leads are time-sensitive and often arrive without intake context, which stalls outreach and slows case triage. This flow captures each submission, logs it to your intake sheet, and emails intake coordinators so contacts can be reached same day.