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Create retention claims from retainer signups for intake coordinators before SLAs

Create retention claims from retainer signups for intake coordinators before SLAs

Your retainer form submissions arrive incomplete, causing delayed client outreach and missed retention opportunities. Intake coordinators get validated claim records and matched contacts so outreach happens before outreach SLAs lapse.

Create retention claims from retainer signups for intake coordinators before SLAs

Create retention claims from retainer signups for intake coordinators before SLAs