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Create external client case from new intake record

Create external client case from new intake record

Your intake cases lack a matching external case, causing duplicated entry and slow client onboarding. Create linked external cases so caseworkers can act on new matters same day.

Create external client case from new intake record

Overview

Stop manual case replication between systems and give your intake coordinators reliable, synced client records. This ties every new intake to an external case and records failures for automatic retry, so caseworkers can start outreach the same day.

Create external client case from new intake record