Create legal referral and notify intake team immediately

Your web referral submissions arrive untriaged, leaving intake teams without client context and delaying case work. Capture referral details and notify intake coordinators so cases are triaged same day.

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Overview

Untriaged web referrals slow intake and cost cases. This flow captures each submission into your referral platform, logs it for intake, and sends immediate internal and client alerts so cases can be triaged the same day. It turns scattered leads into actionable assignments for intake coordinators.