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Create intake and client records from form submissions

Create intake and client records from form submissions

Your intake submissions lack structured client records, slowing paralegal triage. It creates client and intake case records so your intake team can triage cases same day.

Create intake and client records from form submissions

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Overview

Intake bottlenecks slow down triage and leave potential clients waiting; this workflow turns qualifying form responses into complete client and intake case records automatically. Your intake coordinators and paralegals get structured records within minutes, enabling same-day triage and faster assignment.

Create intake and client records from form submissions