Add post-exchange clients to team risk alerts list

Your post-exchange client records arrive without clear alerts, risking missed compliance checks and delayed handoffs. Get timely team notifications so practice coordinators act within the same day.

Overview

Missed post-exchange contacts create compliance and handoff delays that cost time and client trust. This flow captures those client contacts and ensures they're added to your risk-alerts list, so practice coordinators receive actionable notices within the same day.