Streamline intake for operations: create client and matter records
Streamline intake for operations: create client and matter records
Intake staff lose referral context when partner forms sit in inboxes, delaying case review. Records are created from each submission so intake staff begin review with full case files.
Overview
Intake staff lose critical referral context when partner forms pile into inboxes, which delays case review and assignment. This workflow turns every referral into structured client, contact, and matter records so intake begins review with full files — reducing missed follow-ups and creating a clear audit trail.
Notable Features
- Create client and contact records
- Populate matter with referral details
- Notify intake staff with links