Send parsed intake biosheets to assigned paralegal
Send parsed intake biosheets to assigned paralegal
Your intake biosheet emails arrive as form HTML, forcing manual extraction of client names and dates that slow case setup. You get parsed fields routed to the assigned paralegal for same-day triage.
Overview
Intake forms arriving as raw emails create clerical work and slow matter openings; this flow parses biosheet emails and routes a summarized alert to the assigned paralegal so triage happens same day. You reduce manual extraction and ensure the right staff receives client details within minutes.