Create affidavit PDF and email to responsible counsel
Create affidavit PDF and email to responsible counsel
Your intake submissions lack a finalized affidavit PDF, leaving case managers unable to proceed with client outreach. It generates the affidavit PDF, archives and emails counsel for same-day review.
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Overview
Intake payloads often arrive without a finalized affidavit, stalling case progress and client outreach. This workflow produces a review-ready affidavit PDF, archives it, and emails counsel so case managers get documents for same-day follow-up and billing.