Skip to content
Send referral notices to intake coordinators before callbacks lapse

Send referral notices to intake coordinators before callbacks lapse

Your consultation form referrals arrive without confirmations, causing missed callbacks and slowed client placements. Intake coordinators and referral specialists get timely attorney and client notices so follow-ups happen before the next workday.

Send referral notices to intake coordinators before callbacks lapse

Workflow preview:

Zap details:

Send referral notices to intake coordinators before callbacks lapse