Create new client records from live call intakes

Your call intakes arrive as messages without a client record or case context, delaying follow-ups. Get contacts and intake notes created automatically so attorneys can follow up same day.

Overview

Missed or untracked call intakes create follow-up delays and lost client momentum; this flow captures each qualifying call as a contact and linked intake note. That means intake coordinators and attorneys get caller context and can follow up same day, turning live calls into actionable leads.