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Create unclaimed case tasks from intake form submissions

Create unclaimed case tasks from intake form submissions

Your intake responses arrive untriaged, scattering case details and delaying owner assignment. Tasks are created automatically so coordinators can triage and claim cases same day.

Create unclaimed case tasks from intake form submissions

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Overview

When intake forms come in, case requests can sit unclaimed and slow down responses to attorneys and clients. This routes each submission into an unclaimed task and posts a concise team summary so coordinators can begin triage and have cases claimed same day.

Create unclaimed case tasks from intake form submissions