Create intake lead and matter notes from client forms
Create intake lead and matter notes from client forms
Your intake form submissions often lack structured client context, delaying case setup and response. Leads and matter notes appear in your case system so attorneys can triage consults same day.
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Overview
Intake forms are where client relationships start, but manual processing creates delays and lost context for a small practice. This flow converts qualifying submissions into leads and attached matter notes so your intake coordinator and attorneys can triage consults the same day.