There is an integration that allows for the CB Sites contact page to seamlessly create PNCs in Centerbase.
An individual seeking legal services can click on “Contact” on the CB Sites website.
They are taken to this form to enter the information and click Submit.
The Centerbase users can view the Potential New Client by navigating to the menu on the left navigation pane.
When the Centerbase user clicks on the record, they see the following data entered.