Legal intake: capture helpline leads to your portal fast
Legal intake: capture helpline leads to your portal fast
Intake coordinators and sales reps miss helpline submissions in crowded inboxes, risking lost cases. It creates lead records in your portal and notifies intake staff so follow-up starts quickly.
Overview
Intake coordinators lose cases when helpline leads sit unposted in inboxes. This workflow posts qualified helpline submissions to your lead portal and notifies intake staff, eliminating missed follow-ups and ensuring intake and case evaluation begin quickly.
Notable Features
- Create lead portal records from forms
- Alert intake coordinators and reps
- Format and validate phone numbers