Send new client intake alert to intake channel

Your new client matters arrive without ownership alerts, leaving intake staff unsure who should make initial contact. Get channel alerts so coordinators can contact prospects within five minutes.

Send new client intake alert to intake channel

Overview

New intake matters often land unclaimed and slow your first contact, which degrades conversion and onboarding speed. Route every unowned matter into a shared intake channel so coordinators know who to call and follow-up attempts happen within minutes.

Send new client intake alert to intake channel