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Create task and store uploads from intake forms

Create task and store uploads from intake forms

Your intake submissions lack structured client context and attached files, stalling setup. It tags the client, stores uploads, and creates a task so support staff can begin same day.

Create task and store uploads from intake forms

Overview

Manual intake handling creates slowdowns and missing files for support staff; this flow captures uploads, tags the contact, and generates a work task so data-entry work can begin same day. It reduces hunt time for attachments and gets cases into the queue faster.

Create task and store uploads from intake forms