Create intake deal and send claimant confirmation email
Create intake deal and send claimant confirmation email
Your web intake forms arrive without case tracking, leaving coordinators missing context and delaying triage. It creates a CRM deal and sends a claimant confirmation so follow-up happens same day.
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Overview
Incoming web enquiries often lack case tracking and slow intake, which stalls timely outreach. This flow captures each submission as a CRM deal, increments your reference counter, and sends an immediate claimant confirmation so intake coordinators can respond same day.