Send intake notification emails and create lead entries
Send intake notification emails and create lead entries
Your intake records arrive as separate fields, forcing coordinators to stitch client details and delay triage. Get one formatted intake email and lead post so coordinators can triage cases same day.
Overview
Turn fragmented intake rows into one clear, actionable notification so your intake coordinators stop copying fields and start assigning cases. Coordinators receive full case context in minutes and can review and assign new clients same day.