Send unassigned intake alerts to team inbox immediately

Your intake form responses often arrive unassigned, leaving new leads unnoticed and delaying case opening and next steps. They are emailed to your team for immediate visibility and same-day assignment.

Overview

Unassigned intake slips through unless someone sees it; that delays case openings and frustrates clients. This flow emails every unassigned submission to your team and prepares a filled draft so assignments happen same day, preserving revenue and responsiveness.