Route labeled intake emails to your intake team
Route labeled intake emails to your intake team
Your labeled intake emails pile up in the shared inbox and delay case triage and scheduling for your intake coordinators. They get cleaned, forwarded messages for same-day review and response.
Overview
When intake messages sit unattended in a shared inbox, coordinators miss opportunities and scheduling slips. This routes only qualifying intake emails, cleans their content, and forwards them to your intake coordinators so triage and client contact can begin the same day.