For law practice data analysts: Link intake forms to cases

Intake coordinators miss form submissions, leaving arbitration prospects untriaged and delaying legal response. Each submission becomes a case record linked to the contact so coordinators can triage immediately.

Overview

Missed intake submissions create untriaged arbitration prospects and delay legal response. This workflow converts each form into a case record linked to a contact, giving intake coordinators immediate visibility and eliminating missed follow-ups. Data analysts benefit from cleaner records and a consistent audit trail for reporting.

Notable Features

Create case records from submissions
Find or create contact records
Notify intake coordinators for triage