Create conflict triage tickets from intake form submissions
Create conflict triage tickets from intake form submissions
Your conflict-check submissions go untriaged, forcing coordinators to manually search records and risking conflicted cases. This creates a triage ticket so intake can start review within minutes.
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Overview
Stop risky intake slips by routing potential conflicts into your triage queue automatically; intake coordinators and client success staff get a prioritized ticket and can act within minutes. That reduces the chance a conflicted matter enters your pipeline and speeds initial review.