Create consultation entries for intake form requests fast
Create consultation entries for intake form requests fast
Your initial consultation form responses arrive untriaged, causing manual copying and scheduling delays. It creates standardized consultation records so coordinators can triage and schedule requests same day.
Overview
Intake that arrives untriaged forces coordinators into manual copying and late scheduling. This flow captures each submission as a structured consultation record and pings the right coordinator, enabling same-day triage and faster project kickoffs.