Case Intake & Onboarding

Turn a slow, paper-heavy intake process into a structured client record ready for dispute work on day one.

34 hrs

Time saved/month

Companies have mapped

About This Automation

Case intake and onboarding at credit repair firms involves manually collecting client information, verifying documents, and setting up case records across multiple tools. This manual process creates delays, data entry errors, and keeps clients waiting days before their case is activated.

Automation captures client data through intelligent forms, validates documents in real time, and creates case records automatically. Clients move from inquiry to active case on the same day, and the team reclaims hours spent on repetitive data entry and verification.

Key features

Capture client intake data through intelligent forms that validate completeness before submission

Automatically verify document uploads against required checklists and flag missing items

Create case records in your CRM with zero manual re-entry of client information

Route cases to available specialists based on current workload and capacity

Send welcome and onboarding confirmations automatically once a case is activated

Process initial payments and log confirmations without manual intervention

How The Automation Works

The full workflow, from trigger to completion.

1. Client Submits Intake Formtrigger

New client completes intake form. Form submission triggers the automation workflow.

2. Extract and Validate Data

Automation extracts form responses, validates required fields, and checks for completeness. Missing or invalid data is flagged for manual review.

3. Request Missing Documents

If documents are incomplete, automation sends a templated email to the client listing missing items and requesting resubmission.

4. Create Contact and Case

Validated client data is automatically created as a contact and case record with all details pre-populated.

5. Process Initial Payment

Automation sends a payment link to the client and records payment confirmation once received.

6. Assign Case to Specialist

Automation assigns the case to the next available specialist based on workload and sends them a notification with case details.

7. Send Onboarding Confirmation

Automation sends a personalized welcome email to the client with case summary, next steps, and specialist contact information.

4 reasons to map this process

It's completely free

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You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

78 hrssaved/month

13times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

Is this really free?

What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

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Estimated Time Saving

34hrs/month

Process pain:8.2/10

Mapped by:7 Companies

Map this to your business to get your exact numbers.

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