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Create client intake record for new form submissions

Create client intake record for new form submissions

Client form submissions arrive unstructured, leaving managers missing contact and scope. Capture and standardize submissions into intake records so teams can start work same day.

Create client intake record for new form submissions

Overview

When client intake lands as freeform submissions, project starts stall and scope gets missed. This flow captures and standardizes each submission into a project intake record so project managers and onboarding coordinators can triage and begin work same day.

Create client intake record for new form submissions