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Create triage tasks from incoming client texts for intake

Create triage tasks from incoming client texts for intake

Your client texts arrive unlinked to matters, leaving intake unable to triage or assign them. Automated triage tasks let intake coordinators route and respond the same day.

Create triage tasks from incoming client texts for intake

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Overview

Unlinked client texts create intake friction and slow responses. Turn every incoming text into an actionable triage task so intake coordinators have context and can assign matters the same day, reducing missed follow-ups.

Create triage tasks from incoming client texts for intake