Create intake tasks from tenancy form entries for team
Create intake tasks from tenancy form entries for team
Your tenancy intake forms sitting untriaged delay client appointments and case setup. Get intake actions created and assigned so clients are contacted same day.
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Overview
When tenancy intake forms sit untriaged, advice bookings and case setup stall. This flow turns each form into an assigned intake action in your practice system so coordinators and lawyers can contact clients and set appointments the same day.