Create case audit entry when intake form updates
Create case audit entry when intake form updates
When an intake form is updated, your case files can lose clear change history and reviewers lack context for critical field edits. Capture an audit entry and notify approvers so reviews finish same day.
Overview
Stop manual chasing for who changed intake fields—this flow writes an auditable case entry and notifies approvers so legal operations can sign off without digging through history. Program coordinators and counsel get context and can complete reviews the same day.