Create intake records from legal client form submissions
Create intake records from legal client form submissions
Your client form submissions arrive untracked, leaving intake without contact context for follow-up. It creates intake and party records so coordinators can triage leads same day.
Overview
Unrouted legal inquiries create inconsistent follow-up and lost outreach opportunities; this flow captures qualifying client submissions and records them as Party and Intake entries in your CRM automatically. Intake coordinators will receive structured, CRM-ready leads for same-day triage and more consistent outreach.