Skip to content
Create unique client intake records for intake coordinators before filings

Create unique client intake records for intake coordinators before filings

Your client intake submissions arrive duplicated or scattered, causing billing delays and missed deadlines. Clean unique client entries give intake and billing teams reliable records before the next court date.

Create unique client intake records for intake coordinators before filings

Workflow preview:

Zap details:

Create unique client intake records for intake coordinators before filings