Send intake emails from new records to prospects
Send intake emails from new records to prospects
Your intake sheet accumulates new client requests without consistent follow-up, delaying consultations. It sends the right intake form email and speeds response collection before the first meeting.
Overview
New intake rows often sit unchecked in a sheet, delaying case setup and first meetings; this flow sends the correct intake form within minutes so prospects receive the right questionnaire and your team collects responses before consultations. It reduces manual triage and keeps a small-firm founder or paralegal focused on billable work.