Update client intake records from new form entries
Update client intake records from new form entries
Your intake forms lack consolidated client flags and contact matching, so coordinators rekey submissions and triage is delayed. Receive cleaned, matched intake records for case managers same day.
Overview
Intake submissions that aren’t matched force coordinators into manual rekeying and delay case starts; this flow matches, flags, and updates intake records automatically. Intake coordinators and case managers get cleaned, flagged records within minutes, enabling same-day matter assignment.