Create intake records and email the intake team
Create intake records and email the intake team
Your lead form submissions arrive inconsistently, creating incomplete intake records and slowing paralegal triage. Leads become standardized and routed to intake staff for same-day follow-up.
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Overview
Messy lead form data costs time and misses intake windows; this flow turns raw submissions into complete intake records and fires immediate email alerts. Your paralegals get actionable cases to review and contact same day, reducing time-to-contact and improving intake throughput.