Send verified intake and files to partner firms
Send verified intake and files to partner firms
Your intake records and signed files sit in the intake database awaiting manual export, delaying partner review. Get complete case packages to partner firms for review, enabling same-day triage.
Overview
Manual handoffs slow partner review and create intake bottlenecks. This flow sends a verified intake package and signed attachments straight to the assigned partner firm automatically, letting intake coordinators begin case triage same day.