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Create organized intake records from social lead forms

Create organized intake records from social lead forms

Your lead form submissions often miss key case details, slowing intake for personal injury inquiries. Leads are logged and categorized for intake so cases can be triaged and called back same day.

Create organized intake records from social lead forms

Overview

Unstructured social leads cost you time and slow intake — missing the window for first contact. This workflow captures each lead, classifies the incident, and logs it into your intake table while alerting intake coordinators so cases are triaged and called back the same day.

Create organized intake records from social lead forms