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Create new client and case from reception messages

Create new client and case from reception messages

Your reception messages with new callers lack structured contact and case records, delaying follow-up. New client contacts and case files are created automatically so intake can follow up same day.

Create new client and case from reception messages

Overview

Reception captures should fuel intake and campaign pipelines, not create manual work. This flow turns every qualifying reception message into a contact and a case record so intake and marketing can respond and attribute leads the same day.

Create new client and case from reception messages