Update prospect record and notify intake team instantly
Update prospect record and notify intake team instantly
Inbound client SMS lack tracking, leaving intake unsure which prospects need attorney follow-up. Receive structured CRM updates and intake alerts so coordinators can act same day.
Overview
When a prospect texts that they've chosen another attorney or provides feedback, your intake coordinators see the context and record update immediately. That stops duplicate outreach and lets partners reallocate follow-up the same day.