Send intake completion email to practice intake team

Your intake records sometimes never reach coordinators, producing triage delays and lost case context. This sends formatted intake summaries to your practice team so cases are triaged same day.

Overview

Intake completions are the start of every case — when they don't reach coordinators, triage stalls and billable work is delayed. This flow turns completed intake rows into formatted emails and posts within minutes so intake coordinators and attorneys can act the same day.