Update new client contacts with intake and triage details
Update new client contacts with intake and triage details
Your new client contacts often lack intake context and charge data, leaving coordinators without triage-ready details. You get enriched contacts and a form link for same-day triage.
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Zap details:
Overview
When new inquiries arrive without intake context, triage stalls and attorneys lack essential case details. This workflow enriches contact records with intake dates, a form link, and a charge-based code so intake coordinators can prioritize and start outreach same day.