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Create intake leads from web inquiries into case system

Your web inquiry submissions arrive unstructured, requiring manual entry and delaying outreach. You get structured case leads for intake coordinators to contact prospects the same day.

Create intake leads from web inquiries into case system

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Overview

Raw web leads often arrive as fragmented payloads and require manual rekeying, which slows intake and cools prospects. This flow converts those submissions into cleaned case leads and logs each record so intake coordinators can contact prospects the same day and track every referral.

Create intake leads from web inquiries into case system