Keep client and case records accurate for intake coordinators

Intake coordinators lose time to duplicate or missing client records, causing onboarding delays and case confusion. Create or update records from webhooks so intake teams start review immediately.

Overview

Intake coordinators waste hours reconciling duplicate and missing client records, which delays onboarding and risks case confusion. This workflow turns every intake submission into a clean client and case record in your case system, eliminating manual entry and enabling faster handoffs so intake teams start review immediately.

Notable Features

Create or update client records
Match incoming submissions to cases
Flag duplicates for manual review