Send new client alert to intake team channels
Send new client alert to intake team channels
Converted prospects without deal context slow intake and scheduling for new matters. Save full case context and deal value to intake channels so teams act the same day.
Overview
When a prospect converts to a client, missing context stalls intake and increases manual follow-up. This flow captures key case details, formats deal value, and pushes them into your intake channels so coordinators can act the same day and start onboarding without delay.