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Update client records when intake forms are submitted

Update client records when intake forms are submitted

Your client review records become incomplete or mismatched when intake forms aren't matched to existing profiles. This keeps client reviews accurate so coordinators and you can act the same day.

Update client records when intake forms are submitted

Overview

Stop spending hours reconciling intake forms with client files; this flow automatically matches submissions to existing review records and fills missing fields. Your coordinators will have accurate client profiles the same day, reducing follow-ups and compliance risk.

Update client records when intake forms are submitted