Legal intake: notify attorneys and sales on new leads
Legal intake: notify attorneys and sales on new leads
IT directors see intake leads sit unread, causing attorneys to miss early review and risking stalled matters. Send intake alerts to legal intake and sales so attorneys review opportunities quickly.
Overview
Leads that sit unread leave matters stalled and risk client trust. This workflow routes every intake to legal intake and sales with a concise summary and notification, so attorneys start review faster and manual follow-ups disappear.
Notable Features
- Route intake submissions to inboxes
- Notify attorneys and intake coordinators
- Create concise opportunity summary cards