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Create litigation claim records from client intake forms

Create litigation claim records from client intake forms

Your class action intake submissions arrive untracked, slowing outreach and delaying case setup. They become CRM claim records so intake teams can triage leads the same day.

Create litigation claim records from client intake forms

Overview

Intake submissions should turn into actionable records—not backlog. This workflow converts form responses into CRM claim records, separates signed (retained) from unsigned (follow-up) entries, and gets intake teams to triage leads the same day.

Create litigation claim records from client intake forms