Ensure case managers start intake work without manual delays

Case managers miss organized client records when intake forms pile up, delaying case handling. So case managers start work immediately on new matters without manual entry.

Overview

Disorganized intakes stall case progress and create operational bottlenecks. This workflow guarantees each intake spawns a client folder and case record, eliminating manual entry delays so case managers begin work immediately and audit trails remain intact.

Notable Features

Create client folders from intake
Add new case rows to sheet
Notify case managers of intake