Legal intake coordinators capture applications into database

Intake coordinators miss online applications in email, causing eligibility delays and missed follow-ups. This workflow creates standardized intake records so legal staff start screening immediately.

Overview

Intake coordinators lose applicants when completed forms aren't captured, delaying eligibility screening and case assignment. This workflow ensures every submission becomes a standardized record in your intake database, eliminating manual entry and enabling legal staff to start screening immediately. The result is faster handoffs, zero missed follow-ups, and clearer audit trails for compliance.

Notable Features

Create standardized applicant records
Format phone numbers and dates
Notify intake coordinators and legal staff