Skip to content
Log inSign up
Templates
Create client record from intake form and log case

Create client record from intake form and log case

Your intake form responses arrive without linked client records, delaying triage and missing billing identifiers. Create or link client records automatically so coordinators can act same day.

Create client record from intake form and log case

Overview

Intake forms that aren't linked to client records force manual lookups and delay triage and billing. This flow finds or creates the client record and logs a case so your coordinators can act the same day and start invoicing without manual re-entry.

Create client record from intake form and log case