Create intake deal and client record from submission
Create intake deal and client record from submission
You receive fraud claim submissions without structured case records, forcing manual entry and slowing intake. Intake begins faster with a CRM deal created, documents merged, and the client emailed same day.
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Overview
Unstructured intake submissions force manual setup and slow case starts, taking intake coordinators away from client work. This flow converts each submission into a tracked CRM deal, produces signed paperwork, and emails the client automatically so intake can begin the same day.