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Create new client intake records for intake coordinators before next workday

Create new client intake records for intake coordinators before next workday

Your new client calls arrive in the overflow inbox, causing missed intakes and delayed case onboarding. Intake coordinators receive matched contact records and a notification so handoffs finish before the next workday.

Create new client intake records for intake coordinators before next workday

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Create new client intake records for intake coordinators before next workday