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Create client paperwork records from intake form submissions

Create client paperwork records from intake form submissions

Your intake paperwork and consent PDFs arrive via form but remain unlinked to client records, delaying prep. It creates a client paperwork record and attaches files so coordinators can review same day.

Create client paperwork records from intake form submissions

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Overview

Intake forms without attached files leave coordinators scrambling and slow down confirmations and billing. This flow creates the client paperwork record, waits for related emailed files, and attaches them so your intake team has complete records available same day. That visibility speeds review and reduces missed consent or billing delays.

Create client paperwork records from intake form submissions