Skip to content
Log inSign up
Templates
Create referral intake record from parsed email referrals

Create referral intake record from parsed email referrals

Your referral emails arrive unstructured and delay intake for new injury matters. Parsed referrals are posted to intake so coordinators can screen and assign cases same day.

Create referral intake record from parsed email referrals

Overview

Unstructured referral emails slow intake and leave potential cases unreviewed. This flow extracts parsed referral details and posts them to your intake system so coordinators can screen and assign cases the same day, tightening your intake SLA.

Create referral intake record from parsed email referrals