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Create intake matter from contact form and notify team

Create intake matter from contact form and notify team

Your lease-extension form submissions lack intake context and delay matter setup and follow-up. Capture each enquiry into a new matter and alert intake coordinators so intake completes same day.

Create intake matter from contact form and notify team

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Overview

When lease-extension enquiries arrive untriaged, intake slips and matters sit uncreated — costing time and follow-up momentum. This workflow turns every form reply into a matter and contact, parses phone and source, and notifies intake coordinators so files are actioned same day.

Create intake matter from contact form and notify team