Create verified lead records with files and notify team

Your referral leads and attachments arrive in separate payloads, delaying intake and case review. You receive complete, file-backed lead records and team alerts so follow-up occurs same day.

Create verified lead records with files and notify team

Overview

When referral payloads and attachments arrive unevenly, intake slows and high-value leads can slip. This flow captures each incoming referral, posts a complete lead record with archived files, and alerts intake so campaign managers can act same day.

Create verified lead records with files and notify team