Marketing agency owners: route web leads into legal-ready case records

Marketing agency owners miss legal referrals when web leads arrive without case and contact details, creating intake bottlenecks. So intake and legal teams can qualify leads quickly.

Overview

Marketing agencies lose referrals when leads arrive incomplete and intake teams chase missing details. This workflow captures every web lead into standardized case and contact records so intake and legal teams begin qualification quickly and missed handoffs are prevented. Customers report faster handoffs and cleaner records for legal review.

Notable Features

Create case and contact records
Notify intake and legal teams
Validate and format lead fields