Create intake leads from parsed inquiry emails for triage
Create intake leads from parsed inquiry emails for triage
Your inquiry emails arrive unstructured, forcing intake staff to rekey details and delaying client triage. It captures parsed contact data and creates intake records for same-day triage.
Overview
Stop manual rekeying of inquiry emails and get structured leads into your intake system automatically. Intake coordinators and case managers can start triage the same day, reducing delays and missed contacts.