Legal IT admins: Route intake forms to triage tasks

Legal IT admins lose intake details from web forms, causing client requests to go untriaged and delaying case handling. It creates assigned triage tasks in your case system so intake begins quickly.

Overview

Law firms risk delayed case intake and client dissatisfaction when web submissions go untriaged. This workflow routes every submission into your case system and creates assigned triage tasks, eliminating missed requests and enabling intake teams to start review quickly.

Notable Features

Create assigned triage tasks
Validate required intake fields
Notify assigned intake staff instantly