Send intake notification emails to attorney intake team

Your intake rows can leave attorneys without case context, delaying conflict checks. Attorneys can perform conflict checks and begin outreach the same day.

Send intake notification emails to attorney intake team

Overview

Stop relying on manual copy-paste from intake spreadsheets that slow conflict screening. This flow delivers full intake details to your attorneys and intake coordinators so conflict checks and outreach happen the same day.

Send intake notification emails to attorney intake team