Create new intake contacts and add to legal CRM
Create new intake contacts and add to legal CRM
You get intake submissions with missing or placeholder contact details, so case intake stalls and coordinators can't start outreach. Validated contacts are added for immediate outreach within minutes.
Overview
When intake submissions arrive without usable contact details, coordinators waste time chasing prospects and cases stall. This flow captures only usable contacts and creates verified CRM records so intake teams can start outreach and case setup within minutes.