> ## Documentation Index
> Fetch the complete documentation index at: https://docs.holace.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Intake Automation

> Coming soon — automatic lead routing, auto-DNQ rules, and case-type-aware intake routing based on form responses.

<Warning>
  **Coming soon.** Intake automation is on the HoLaCe roadmap but not yet in production. Today, every submission requires manual triage on the [Submissions page](/intake-forms/submissions). This page outlines what automation will do once it ships.
</Warning>

## What's coming

Intake automation will let your firm encode the rules your intake team already follows in their heads — so a fresh submission can be triaged, scored, and routed without anyone touching it first.

<Columns cols={2}>
  <Card title="Auto-DNQ" icon="circle-xmark">
    Submissions that obviously don't qualify (out-of-state, expired SOL, prohibited case types) get auto-rejected with a templated explanation email. They still appear in the submissions list with status **Rejected** for the audit trail.
  </Card>

  <Card title="Auto-route by case type" icon="route">
    A "Dog Bite" submission lands directly on the dog-bite paralegal's queue. An "Auto Accident" with `medicalExpenses > $10k` routes to the senior attorney. Routing rules combine form responses with team-member specialties.
  </Card>

  <Card title="Auto-score" icon="gauge-high">
    A configurable scoring model assigns each new lead a 0–100 score based on signals like injury severity, liability clarity, statute headroom, and source quality. High-score leads jump the triage queue.
  </Card>

  <Card title="Conflict pre-check" icon="user-magnifying-glass">
    Submitter name and address are matched against the existing client database before the lead is even created. Conflicts trigger a hold instead of a green-light.
  </Card>
</Columns>

## What it will not replace

Even with automation on, a human signs off before any lead gets converted to a journey. Automation handles the **first cut** — the obvious-yes and obvious-no submissions — so your team's attention goes to the genuinely judgment-call cases.

The pre-conversion checklist (Contract Signed, HIPAA Received, Intake Completed, Contact Info) stays a manual gate. Those are facts about the real world, not signals from the form, and they require a person.

## How it'll be configured

Rules will live under **Admin → Intake Settings**. Each rule has a trigger (form responses match X), an action (set status, route to user, send email), and a priority (rules run in order).

Until then, the workflow stays manual. See [Submissions](/intake-forms/submissions) and [Leads List](/intake-forms/leads-list) for the current process.

<Note>
  Have a specific automation rule you'd like prioritized? Send it to your firm admin or use the **Bug Report** button in the sidebar to file a feature request.
</Note>