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Create new client records from parsed intake messages

Create new client records from parsed intake messages

Your intake emails and parsed case notices often sit unprocessed, delaying client contact and case setup. You get client records, team alerts, and billing-ready customers same day.

Create new client records from parsed intake messages

Overview

When intake documents sit unprocessed, first contact and billing slip through the cracks; this flow captures parsed form and email data into client records and payment-ready customers. Your intake coordinators and billing staff get notified and can act the same day, cutting handoffs and setup time.

Create new client records from parsed intake messages