Create intake record and client profile from chat
Create intake record and client profile from chat
Your chat transcripts for potential clients often sit unlogged, delaying case triage and slowing outreach. You get intake records and client profiles ready for paralegals same day.
Overview
Stop warm chat leads from stalling in your inbox and manual intake queues. Capture qualifying conversations into intake records and linked client profiles so intake coordinators can review and assign cases the same day.