Create intake records from website leads for team
Create intake records from website leads for team
Your website intake submissions often sit unprocessed, delaying case openings and follow-up. You get structured intake records in your case system for faster qualification and same-day outreach.
Overview
Stop relying on manual copy-paste from website forms into your intake system. This flow delivers clean, structured lead records to intake coordinators within minutes so they can qualify, assign, and begin outreach the same day.