Vetted Intake
Features/Core feature
Included in every build

Incident-date review flag

Capture the incident date and put it in front of the right lawyer.

It captures the incident date and applies the firm's date rules, adding a prompt review flag when a matter may be urgent.

What it does

Collects the accident date as part of standard intake.

Applies the firm's date rules and adds a prompt review flag.

Escalates truly urgent matters for a faster callback.

Puts the date and flag right on the matter you receive.

How it works
1

Date captured

The accident date is a standard field on every injury intake.

2

Review rule applied

It applies the firm's approved date rules and adds a review flag.

3

You're warned

Urgent matters surface at the top, not buried in tomorrow's callbacks.

Why it matters
Surface urgent dates

Potentially urgent dates are surfaced for an attorney to review.

Triage by urgency

The cases that can't wait get your attention first.

Peace of mind

Every intake record includes the incident date.

See Incident-date review flag in your firm's workflow.

Hear the incident date captured and routed for prompt attorney review.

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