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Create new enquiry matter and contacts from forms

Create new enquiry matter and contacts from forms

Your enquiry form submissions don't create matter or contact records, delaying intake and triage. It starts contact and matter records and assigns intake tasks so coordinators act same day.

Create new enquiry matter and contacts from forms

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Overview

Intake forms should start work, not create more work. This flow turns every enquiry into a contact, a tracked table record, and an assigned matter so your intake coordinators and partners can triage and contact prospects same day. It reduces manual entry and accelerates first response.

Create new enquiry matter and contacts from forms