Design responsive intake forms that reduce manual errors and speed up referral submissions. Connect specific financial needs to the right specialists by using assignment rules. Create referrals by using meeting followup summaries.
- Accelerate Referral Submissions with Dynamic Intake Forms
Reduce incomplete referrals and speed up referral form completion by designing guided, multi-step, declarative intake forms that match your business rules. Each intake form maps to a referral intake configuration, so you can support multiple lines of business with tailored intake forms. Customize referral intake configurations with multi-step, multi-section layouts, and conditional visibility logic. When your users create a referral, the referral intake configuration that you have set as active renders the dynamic intake form. - Connect Referrals to the Right Specialist with Assignment Rules
Route each referral to the right specialist based on a client's specific financial need. Set up assignment rules declaratively — no custom code required. The assignment engine evaluates rules in the sort order you define and assigns the referral to the first matching specialist, preventing routing conflicts. - Capture Referrals in Context Using Meeting Summaries
Meeting playbooks now surface referral opportunities, so your users can act on them before they're lost to informal tracking methods, such as emails or spreadsheets. The in-context workflow analyzes the meeting follow-up summary and suggests creating a referral. This speeds up referral creation and handoff to specialists.