Notify intake team of new CRM lead instantly
Notify intake team of new CRM lead instantly
Your CRM leads for intake often sit untriaged when filtering is manual, delaying case evaluation and early outreach. You receive an intake notification so you can qualify and assign leads same day.
Overview
When qualifying intake leads aren’t surfaced quickly, case intake stalls and attorneys miss early outreach windows. Route qualifying CRM leads into your intake channel so coordinators and assigned attorneys can triage and act on new leads the same day.