Send client scheduling messages and assign times from intake forms
Send client scheduling messages and assign times from intake forms
Your scheduling form responses pile up, leaving intake staff with unclear appointment slots. This captures submissions builds slots and messages clients so bookings and documents are collected same day.
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Overview
When intake responses stack up, appointments and document collection stall and your small legal team loses momentum. This flow turns each submission into an assigned slot and a personalized client message, enabling confirmations and same-day document pickup.