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.