Prevent missed client intake for business owners handling contacts

Business owners marking board rows miss contacts, causing delayed intake and messy case records. This creates contacts in your case system and updates the board so intake starts promptly.

Overview

Missed client intake and inconsistent records create compliance risk and slow case openings for business owners. This workflow pushes flagged contacts into your case-management system and updates the intake board, eliminating manual entry so intake begins promptly and operators report smoother handoffs.

Notable Features

Create case contacts from board
Update board with case link
Catch missing fields before create