Create client intake records from incoming SMS messages

Your incoming client SMS messages often sit unlogged, delaying case intake and slowing settlements. Capture and log each SMS to your intake form so coordinators can triage cases same day.

Overview

Inbound SMS enquiries are high-touch for conveyancing, but unlogged messages create intake delays and missed deadlines. This flow captures every client SMS into your intake form and timestamps it so coordinators can triage and assign cases the same day.