Route inbound intake texts into the correct contact record
Route inbound intake texts into the correct contact record
Your intake SMS land in the messaging inbox unlinked to contacts, leaving coordinators without context to triage. Attach messages to contact timelines so coordinators and attorneys can act same day.
Overview
When intake texts land in a generic inbox, coordinators lose vital context and follow‑up slows. This workflow attaches SMS to the right contact timeline and creates an internal intake message so coordinators and attorneys can triage and respond same day.