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Create intake trigger from completed client phone calls

Create intake trigger from completed client phone calls

When your client phone calls go unlogged, intake records stay incomplete and case setup is delayed. You get call details routed into your intake workflow for timely follow-up the same day.

Create intake trigger from completed client phone calls

Overview

Unrecorded client calls create intake gaps and slow case setup, increasing administrative overhead for your small firm. This flow captures every completed call and pushes essential call context into your intake pipeline so coordinators and attorneys can respond the same day.

Create intake trigger from completed client phone calls