Send real-time lead alerts from sheet rows to intake team

Your sheet rows with new referrals go untriaged, leaving intake unable to reach prospects or assign cases. You receive instant intake alerts and contact info so outreach happens the same day.

Overview

When referral rows sit untriaged your intake team can’t react fast enough and opportunities slip. This flow delivers immediate email and SMS alerts to intake coordinators so qualified prospects are contacted the same day and lawyers receive timely leads.