Keep intake tracker current so coordinators can triage
Keep intake tracker current so coordinators can triage
Intake coordinators miss new matters when records stay in the practice system, causing triage gaps. It logs matter and primary contact into the intake tracker so coordinators triage promptly.
Overview
Intake coordinators risk matters slipping through when records only live in the practice system. This flow ensures every new or updated matter and primary contact lands in the intake tracker, eliminating manual entry and enabling prompt triage; teams report faster response times and far fewer missed follow-ups.
Notable Features
- Add new matters to tracker
- Capture primary contact details
- Notify intake coordinators for triage