Create qualified intake leads from client bookings instantly
Create qualified intake leads from client bookings instantly
Your consultation bookings lack intake context, so coordinators and attorneys can't prioritize or prepare for clients. Leads are created with client notes so your intake team can respond same day.
Workflow preview:
Zap details:
Overview
When a prospective client books a consultation, this flow captures the booking as a prioritized intake lead with contact details and answers so your intake coordinators and managing attorney can act same day. That reduces manual entry and speeds first outreach, improving conversion from booking to intake.