Send new intake lead to your team channel
Send new intake lead to your team channel
Your web chat and text intake messages arrive without context and get overlooked, delaying eligibility checks and fee discussions. You'll get full lead context in your team channel for same-day triage.
Overview
Incoming chat and text leads often lack context and get missed, especially in small firms; this posts full lead summaries to your team channel so intake sees transcript and source immediately. That transforms response speed and enables same-day client outreach and qualification.