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Create new client records from intake form responses

Create new client records from intake form responses

Your intake form submissions don't create records, leaving prospects untriaged and slowing case setup. You get contact and pre-consult records to start outreach and triage same day.

Create new client records from intake form responses

Overview

Intake submissions that don't turn into records cost momentum and delay case starts; student loan prospects grow cold quickly. This flow captures each form into contact and pre‑consult records automatically so your intake coordinator can begin outreach and triage the same day.

Create new client records from intake form responses