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Create client intake records from new inquiry emails

Create client intake records from new inquiry emails

Your inquiry emails sit untracked in your inbox, causing missed leads and slow case intake. Capture each inquiry as a contact and case record so you can respond same day.

Create client intake records from new inquiry emails

Overview

Capture every consultation email into a single, auditable intake record so nothing slips through your inbox. That means intake coordinators and you see new inquiries within minutes and can respond or schedule consultations the same day.

Create client intake records from new inquiry emails