Create legal intake and client records from lead forms
Create legal intake and client records from lead forms
Your lead form submissions have messy contact data and missing answers, preventing intake teams from starting cases. Deliver complete intake and client records so coordinators can act same day.
Overview
Messy social lead form responses delay intake and let potential cases slip through the cracks. This flow converts raw lead submissions into intake-ready client records so coordinators can start outreach and case setup the same day.