Legal intake: Never miss questionnaire submissions via SMS

Intake coordinators miss questionnaire submissions, causing follow-ups to slip and case intake to stall. Send SMS alerts to intake staff so they respond quickly and start onboarding.

Overview

Missed questionnaire alerts slow case intake and risk losing potential clients in legal services. This workflow delivers SMS alerts to intake and client-facing staff so response times drop dramatically and new clients move into onboarding without manual chasing.

Notable Features

Send SMS to intake staff
Route submissions to designated contacts
Flag priority questionnaires for follow-up