Create case follow-up tasks from tagged case notes

When case notes don't create tasks, your paralegals miss deadlines and intake stalls. The workflow creates assigned follow-up tasks for tagged notes so work proceeds on time, same day.

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Overview

Tagged case notes should trigger clear, assignable work so paralegals and attorneys stop chasing context and missed deadlines. Implementing this creates task entries automatically from note tags, handing ownership and timelines back to case owners the same day.