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Update client record after intake form is completed

Update client record after intake form is completed

Your intake forms sit unlinked to client records, causing prep delays and missed signatures during case setup. The workflow links PDFs to the correct client record and flags them as received same day.

Update client record after intake form is completed

Overview

Missing intake PDFs stall case setup and cost time for small law practices; this flow attaches completed forms to the right client record and flags them received so intake coordinators can act immediately. Files are saved to a shared folder and records updated the same day, cutting manual searching and accelerating billing readiness.

Update client record after intake form is completed