Send intake to partner firm from updated contact record

Your intake records and attached PDFs sit unprocessed, stalling case setup and delaying partner triage. Your team gets complete intake data and files in the partner system for same-day triage.

Overview

Intake stalls and partner triage slips when records and PDFs sit unprocessed; that slows case onboarding and frustrates coordinators. This flow pushes complete contact details and encoded attachments to your partner intake endpoint and writes back status, enabling same-day triage and clearer handoffs.