Legal marketing ops: deliver flagged leads and files reliably

Marketing ops updating intake records and attachments causes intake to miss follow-ups and stall case onboarding. Send flagged records and questionnaires to the partner legal CRM and record external IDs back so intake can begin onboarding faster.

Overview

When marketing ops at law firms can't reliably send intake records and attachments to partners, intake handoffs stall and cases sit idle. This workflow routes flagged records and files to the partner legal CRM and writes back external IDs, eliminating manual uploads and reducing missed follow-ups so intake can start onboarding promptly.

Notable Features

Send flagged records to CRM
Attach questionnaires with lead files
Record partner CRM IDs back