Deliver referred prospects to intake for personal injury lawyers

Personal injury lawyers miss referrals when prospect updates don't reach partner intake. Route updates to partner intake and record submission status so intake can act quickly.

Overview

Missing referrals cost cases and delay intake handoffs for personal injury lawyers. This workflow delivers updated prospect referrals to partner intake and records submission status centrally, eliminating referral gaps and ensuring intake can start review quickly.

Notable Features

Route updated referrals to intake
Record submission status on prospect
Notify legal intake of referrals