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Update client record and create intake note for calls

Update client record and create intake note for calls

Your intake webhooks lack structured contact data and notes, leaving attorneys without case context. The flow updates the person record, pins a concise intake note, and alerts the right responder same day.

Update client record and create intake note for calls

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Overview

Intake data that lands in your inbox or webhook without structure leaves attorneys scrambling for context. This flow enriches the client record, pins a lawyer-ready intake summary, and notifies the right responder so staff have actionable context the same day.

Update client record and create intake note for calls