Business owners get office alerts for affidavit requests
Business owners get office alerts for affidavit requests
Business owners using a document portal miss affidavit requests, delaying case prep and duplicating work. Office alerts send each affidavit to operations so staff prepare them without manual follow-up.
Overview
Missed affidavit notices create operational bottlenecks and risk for business owners. This flow routes each affidavit request to your office and marks the portal item as notified, eliminating duplicate alerts and letting operations staff prepare affidavits without manual chase.
Notable Features
- Route affidavit requests to operations inbox
- Notify office staff via email or Slack
- Mark portal items after notification