Never miss personal injury intakes: notify intake owners

Intake coordinators at personal injury firms miss forms buried in inboxes, delaying case intake and harming client trust. Instant alerts assign the intake owner so follow-up starts quickly.

Overview

Personal injury firms lose cases and client trust when intake forms sit unprocessed. This workflow routes every submission to the assigned intake owner and creates an actionable task, so follow-up starts quickly and missed handoffs are eliminated.

Notable Features

Notify assigned intake owner instantly
Log submissions to central spreadsheet
Create intake tasks for coordinators