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Create client intake records from new email submissions

Create client intake records from new email submissions

You get client call emails with unstructured intake details, slowing triage and risking missed court dates. Captured fields populate an intake record so coordinators can triage same day.

Create client intake records from new email submissions

Overview

Convert messy client call emails into reliable intake records so coordinators always receive consistent case details. That reduces manual entry and gets cases in front of the right person within minutes for same-day triage.

Create client intake records from new email submissions