Content
AI Referral for eFax
Release date:
Jan 14, 2026

Turn Faxes into Referrals with AI
Introducing AI Referral for eFax — a new feature that lets you convert incoming fax content into structured referrals automatically.
Key Features
A new "Upload to Referral" button is now available in both the Fax Listing and Fax Detail views
When clicked, the referral AI processes the fax document and automatically creates a new referral with the extracted information
Reduces manual data entry and speeds up your intake workflow
This is part of our ongoing investment in using AI to streamline administrative tasks so you can focus on what matters most — your clients.









