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Create client record from completed intake workflow entry

Create client record from completed intake workflow entry

Your intake workflow outputs client and family data that stay unprocessed and stall case setup. It creates or updates the client profile and family records so you can start intake tasks same day.

Create client record from completed intake workflow entry

Overview

Intake completions should turn directly into actionable client records, not sit in a queue. This flow creates or updates the client profile and family data as soon as a workflow finishes, so intake coordinators and the managing attorney can start setup and outreach the same day.

Create client record from completed intake workflow entry