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Create prefilled intake form links for new leads

Create prefilled intake form links for new leads

Intake submissions lack a prefilled client form, forcing manual re-entry and delaying case triage. Add a prefilled form link to the contact so intake coordinators can start triage same day.

Create prefilled intake form links for new leads

Overview

When intake forms arrive incomplete, your intake coordinators spend time rekeying details and triage stalls. This workflow creates and attaches a prefilled intake form link to each contact record so coordinators can begin triage and outreach the same day.

Create prefilled intake form links for new leads