Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data fields on the intake page into a PDF that could then be sent to team members so that the team can have email communication that is linked to the file discussing the intake instead of having to login to the system while out of the office to review and respond to an intake.
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