Client Intake and Case Management Automation

Client Intake and Case Management Automation

Automated intake form data extraction and entry

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Automatic duplicate checking and merge function

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Automatic lead capture from website forms and emails

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Integration with CRM for unified client records

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

New case creation and assignment to service agents

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Notification to staff for missing information

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Pre-qualification filtering based on service needs

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Scheduled reminders for client follow-ups

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Status updates sent to clients and internal teams

admiJuly 6, 20251 min read

Client Intake and Case Management Automation

Automated document requests and uploads for required paperwork

admiJuly 6, 20251 min read