Case intake and onboarding involves receiving client requests, conducting interviews, collecting documents, and entering data into the case system. Manual intake is slow, error-prone, and ties up case managers for hours each week on data entry and document filing.
Automation captures intake information through guided forms, validates completeness, organizes documents automatically, and assigns cases based on workload and type. Cases move from intake to assignment in hours instead of days.
The full workflow, from trigger to completion.
Client completes a guided intake form, providing personal details, case information, and document uploads in one session.
Automation checks that all required fields are complete and document uploads are present. If any field is missing, the client is prompted to complete it before submission.
Automation creates a new case record, populating client name, contact details, case type, and intake date from the form submission.
Uploaded documents are automatically moved to a case-specific folder, named and organized by document type.
Automation assigns the case to the next available handler based on case type and current workload rules, updating the record.
Automated email is sent to the client with case number, assigned handler name, and next steps.
Handler receives a notification with case summary, client contact, and a link to the case file.
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