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Create intake checklist from screening enquiries with case reference

Create intake checklist from screening enquiries with case reference

Your probate screening webhooks lack structured intake tasks, causing case setup to stall. The checklist captures key fields and a generated case reference so work starts same day.

Create intake checklist from screening enquiries with case reference

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Overview

Incoming screening submissions often create manual setup work and slow first contact; this flow converts each webhook into a standardized intake checklist with a short case reference. Intake coordinators receive a complete, actionable file and can begin work same day, reducing backlog and improving client responsiveness.

Create intake checklist from screening enquiries with case reference