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Create intake records from web form submissions for intake

Create intake records from web form submissions for intake

Your web intake forms arrive as raw submissions with attachments, forcing staff to re-enter details. Get standardized intake records with notes and files so coordinators can screen leads same day.

Create intake records from web form submissions for intake

Overview

Incoming claimant web forms often arrive as unstructured submissions that slow intake and require manual re-entry. This flow captures each form as a CRM intake with an attached text file and alerts intake coordinators, enabling same-day screening and assignment.

Create intake records from web form submissions for intake