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Create new client contact from intake email submissions

Create new client contact from intake email submissions

Your intake emails lack structured contact data, which leaves client details unrecorded and slows matter intake. Capture and create contact records automatically for faster outreach and same-day intake.

Create new client contact from intake email submissions

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Overview

Intake emails are prime client opportunities — but when details sit unstructured, follow-up stalls and matters are delayed. This flow captures contact information from qualifying intake emails and creates contact records immediately, enabling intake coordinators to engage prospects same day and begin matter setup.

Create new client contact from intake email submissions