Legal IT: Notify intake and attorneys on new PI leads

Intake coordinators and attorneys miss high-priority personal injury intakes when new records sit unread, delaying follow-up and risking case loss. IT pushes alerts so review begins within minutes.

Overview

Personal injury practices lose cases when intakes sit unread and follow-up is delayed. This workflow ensures every new intake triggers team alerts so intake coordinators and attorneys review details quickly, reducing missed follow-ups and protecting case capture.

Notable Features

Post new intakes to channel
Notify intake owner and attorneys
Flag high-priority personal injury intakes