Business owners: ensure support sees completed legal cases instantly

Support agents miss completed legal cases when Finalizada changes don't appear in messaging profiles, risking overlooked closures. Automated completion tags surface closed cases in customer profiles, so support and account teams act without manual checks.

Overview

Completed legal cases get overlooked when stage changes don't show up in messaging profiles, stalling client handoffs and frustrating customers. This workflow tags customer profiles when records move to Finalizada, preventing missed closures, surfacing closed cases to support and account teams, and enabling faster, visible follow-up.

Notable Features

Add completion tags to profiles
Notify support and account teams
Filter records by Finalizada stage