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Create new client leads from funnel signups for intake team

Create new client leads from funnel signups for intake team

Your funnel contact submissions often don't reach case intake, leaving prospective clients uncontacted and slowing consultation bookings. Intake coordinators get full lead details for same-day follow up.

Create new client leads from funnel signups for intake team

Overview

When funnel signups never reach your case system, intake stalls and prospective clients slip away. This flow captures those submissions as lead records so intake coordinators and attorneys have full context and can follow up same day.

Create new client leads from funnel signups for intake team