Intake records have a Qualified field that enables agents to track when an intake is ready for conversion to a matter. 

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Managers may want to build reports to track this field, as it can also be used to enhance your intake process by measuring of how long it takes an intake to be qualified. 

Automate Qualification Status

One way to automate enabling the qualified checkbox on an intake record is by adding update record logic to the end of intake questionnaires. 

 

 

 

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