Create new client records from intake forms for onboarding

Your intake forms aren't recorded in client files, causing onboarding delays and missed invoices. It creates client profiles from submissions so coordinators can start onboarding same day.

Overview

Stop letting intake forms sit unentered and slow onboarding; this flow captures form responses and creates complete client profiles automatically. That means your coordinators and billing staff have usable records within minutes, enabling same-day onboarding and faster invoice readiness.