Create client records from estate planning leads for intake
Create client records from estate planning leads for intake
Your estate planning form submissions pile up unprocessed, delaying consultations and losing momentum with prospects. Capture submissions into your intake table for immediate follow-up same day.
Overview
Unprocessed landing page submissions stall intake and delay first contact with estate planning prospects. This flow captures each submission as a structured intake record and routes it to your team for same-day follow-up, increasing consult readiness.