A call becomes a file in one pass.
The intake wizard walks whoever picks up the phone through the questions that matter for that case type, runs the conflict check, and assigns the file number itself.
- Quick or full intake — take the basics now, fill in the rest later
- Steps that change by case type — auto, premises, comp
- Conflict check with acknowledgment before the file opens
- Leads tracked with SOL alerts before they're even cases

New Case Intake — the file number assigns itself
