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Create intake card and contact new ad leads

Create intake card and contact new ad leads

Your ad form submissions often lack the contract PDF, stalling intake and delaying legal review. Capture the lead, notify intake coordinators, and start outreach so contracts are collected same day.

Create intake card and contact new ad leads

Overview

When social ad leads arrive without their contract, intake stalls and potential recoveries are delayed. This flow captures each lead into your intake board and triggers SMS and email outreach so contracts are collected same day and case reviews start faster.

Create intake card and contact new ad leads