Update contact record with client intake edit link
Update contact record with client intake edit link
Your intake form edit links hide in email bodies, so intake coordinators can't find client submissions quickly. It attaches the edit link to the contact profile so you can begin case setup same day.
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Overview
When intake edit links are buried in email threads, coordinators waste time and case setup stalls. This workflow extracts those links and attaches them to contact profiles so intake staff and attorneys can begin case work the same day.