Send new client intake alert to intake channel
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.
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.