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Create intake and client records from inbound calls

Create intake and client records from inbound calls

Your inbound calls lack structured intake, causing delayed triage and missed follow-ups. Create or update intake and client records automatically so intake can respond same day.

Create intake and client records from inbound calls

Overview

Inbound calls are your primary intake source, but when they arrive without structured data they stall triage and follow-up. This flow captures callers into client and intake records automatically so intake coordinators can triage and contact prospects the same day.

Create intake and client records from inbound calls