Create new client contact from intake webhook submissions
Create new client contact from intake webhook submissions
Your intake submissions missing first or last names create incomplete client records and delay matter intake. Get full client contacts created so intake and outreach happen same day.
Overview
Intake submissions with missing names or contact info stall client intake and slow initial outreach. This flow captures only validated submissions and creates full client contacts so practice admins and attorneys get complete records for same-day follow-up.