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Create clinic intake report row for new cases

Create clinic intake report row for new cases

Untracked clinic case records fragment intake and leave paralegals without client context. It creates a single intake report row so coordinators can prioritize follow-up before the next business day.

Create clinic intake report row for new cases

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Overview

When new clinic cases go untracked, intake becomes fragmented and paralegals spend time chasing missing context. This flow captures case and contact details into a single intake report row so coordinators and paralegals see the right info and act before the next business day.

Create clinic intake report row for new cases