Skip to content
Send intake form leads to attorneys before next workday

Send intake form leads to attorneys before next workday

Your intake form submissions arrive unmatched, causing duplicate records and delaying case intake. Attorneys and intake coordinators get matched client records and an alert so follow-up happens before next workday.

Send intake form leads to attorneys before next workday

Workflow preview:

Zap details:

Send intake form leads to attorneys before next workday