Create structured client intake records from inbox emails
Create structured client intake records from inbox emails
Your client intake emails arrive unstructured in your inbox, delaying triage and billing. Capture them as intake records so coordinators can triage and prepare invoices same day.
Overview
Client emails often come in unstructured, which slows triage and delays billing. This flow captures those messages as structured intake records so your coordinators can respond and prepare invoices the same day.