Create client document request from modified case record
Create client document request from modified case record
Your updated case records can leave missing client documents unrequested, delaying case prep and next steps. You’ll auto-create and send client requests so intake coordinators get documents same day.
Overview
Manual outreach for missing client documents slows case progress and wastes intake time. This workflow generates and sends templated client requests and logs each action, so intake coordinators receive required files same day and matters keep moving toward filing deadlines.