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Create or update referral contact from intake form data

Create or update referral contact from intake form data

You receive referring attorney details with no matching contact, stalling assignments and outreach. It creates or updates the contact and tags it for referral tracking so intake can proceed same day.

Create or update referral contact from intake form data

Overview

When referring attorneys aren't represented in your CRM, intake stalls and assigning staff waste time. This flow finds or creates the attorney contact and tags it for referral handling, so intake coordinators can continue work same day.

Create or update referral contact from intake form data