Generate and attach client questionnaire to case record
Generate and attach client questionnaire to case record
Your questionnaire submissions arrive detached from case records, leaving managers without a completed client file for triage. They get a merged PDF on the case for same-day review.
Overview
Manual intake of pre-issue questionnaires fragments client context and slows triage. This flow generates a merged PDF from each submission, attaches it to the case, and updates the status so intake can review files same day.