Post new client intake URL to designated channel
Post new client intake URL to designated channel
Your intake records sometimes update with a new lead link that goes unseen, leaving coordinators without context. Posts appear in your team channel so case teams can review leads same day.
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Overview
Intake links that sit unseen slow down review and delay client outreach. Route qualifying lead URLs into the right team channel so intake coordinators and litigation managers can triage and act on leads the same day.