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Create new case and contacts from intake form

Create new case and contacts from intake form

Your intake form submissions for divorce cases require manual entry of client and spouse details, which delays case setup and billing readiness. It creates case records and contacts the same day.

Create new case and contacts from intake form

Overview

When intake forms pile up, your small legal team spends hours on manual data entry and onboarding stalls. This flow turns each submitted intake into a complete case and contact record so intake coordinators can begin triage and billing the same day.

Create new case and contacts from intake form