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Create client support conversation from intake lead form

Create client support conversation from intake lead form

Your eviction intake lacks a tracked support thread, so client messages go unanswered and onboarding stalls. It creates a client conversation and notifies intake staff so follow-up starts same day.

Create client support conversation from intake lead form

Overview

Intake records that sit untriaged delay client onboarding and increase manual follow-up. This flow opens a client conversation and notifies intake coordinators so conflict checks and outreach happen same day.

Create client support conversation from intake lead form