Create CRM tasks from contract processing emails for matters
Create CRM tasks from contract processing emails for matters
You miss deadlines when contract emails arrive untagged and saved links are hidden in threads. It creates CRM tasks with the saved link so case managers can act on onboarding items same day.
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Overview
When contract-related emails land untriaged, onboarding stalls and clients wait. This flow captures those emails, extracts the saved link, and creates a CRM task for your case managers so they can take action same day.