Populate new case intake fields from intake spreadsheet lookup
Populate new case intake fields from intake spreadsheet lookup
Your new case records miss intake details, causing setup delays and manual reconciliation. This fills case intake sections from a configured spreadsheet lookup so setup completes same day.
Overview
When new matters land without intake details, your intake team spends hours reconciling spreadsheets and case setup slips. This mapping fills case sections and creates provider contacts automatically so case managers have complete files and can start work the same day.