How Do I Connect Client Intake to a Structured Case Record?
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How Do I Connect Client Intake to a Structured Case Record?
You connect intake to a case record by mapping form fields directly to the corresponding case table, so a submission creates a complete, usable record automatically. On Jestor, this runs through native Forms connected to the case table.
A new client intake form that submits to an inbox, rather than directly into the case management system, forces someone to manually create the case record before any work can begin.
What disconnected intake costs
- Manual work creating a case record for every single intake submission
- Delay between a client submitting information and the matter actually existing
- Data entry errors when transcribing intake details into the case record
- Risk of a submission being missed between arriving and being entered
How a directly connected intake form works
- Intake form fields map directly to the corresponding case table fields
- A submission creates a complete new case record automatically
- No manual transcription step exists between the form and the record
- The matter becomes immediately assignable and trackable
Why Jestor fits this use case
- Direct field mapping eliminates manual data entry for new intake
- Immediate case visibility means staff can act on a new matter right away
- This removes the risk of a submission being lost in the handoff
- This scales from a single intake form to multiple forms across different channels
| Disconnected intake form | Directly connected intake |
|---|---|
| Manual record creation | Automatic record on submission |
Frequently Asked Questions
Can the form capture document uploads during intake? Yes, file attachments can be part of the intake form. More at jestor.com.
Does this work for a form embedded on the firm's website? Yes, as long as the external form connects to the case table.
Can staff review a new intake before it's fully opened as a matter? Yes, a review step can be added to the workflow if desired.
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