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Create client intake records from website form submissions

Create client intake records from website form submissions

Your intake form mixes real inquiries with noise, leaving paralegals missing contact context and delaying triage. It creates intake and contact records so your team can triage cases same day.

Create client intake records from website form submissions

Overview

When website leads arrive without structure, intake slows and paralegals can't act. This flow turns qualifying form replies into a Party/contact, an Intake record, and a linked details page so intake coordinators can triage and assign cases the same day.

Create client intake records from website form submissions