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For law firms: Get referral emails to intake coordinators fast

For law firms: Get referral emails to intake coordinators fast

Managing partners miss referral emails buried in inboxes, leaving client referrals unclaimed. Forwarding referrals to intake ensures coordinators claim leads and schedule consultations faster.

For law firms: Get referral emails to intake coordinators fast

Overview

Missed referral emails mean law firms lose clients and slow down intake workflows. This workflow forwards every referral to intake, creates a claimable lead, notifies coordinators, and builds an auditable referral log so consultations get scheduled faster and compliance is easier to demonstrate.

Notable Features

  • Forward referral emails to intake
  • Notify intake coordinators instantly
  • Create claimable lead tasks

For law firms: Get referral emails to intake coordinators fast