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Create new client records from incoming phone leads

Create new client records from incoming phone leads

Your inbound call leads lack intake records, leaving intake coordinators without caller context and delaying case setup. You capture client and intake records automatically so follow-up happens same day.

Create new client records from incoming phone leads

Overview

Inbound calls are your highest-intent leads; letting them sit untracked slows intake and reduces conversions. This flow captures call details, attributes marketing source, and creates a client plus an intake record so coordinators can follow up the same day and retain caller context.

Create new client records from incoming phone leads