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Create intake task and conflict alert for new clients

Create intake task and conflict alert for new clients

When client intake forms arrive unprocessed, matter setup stalls and conflicts go unnoticed. This creates an intake task, logs the submission, and shows conflict results so setup proceeds same day.

Create intake task and conflict alert for new clients

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Overview

Unprocessed intake forms create avoidable busywork and missed conflicts for your practice. This flow converts every completed form into a prioritized intake task with conflict context and a saved scopes record, so coordinators can begin matter setup the same day.

Create intake task and conflict alert for new clients