Create hearing tasks and notify clients same day
Create hearing tasks and notify clients same day
Parsed reset notices arrive without calendar events or follow-ups, so hearing dates go untracked. Events, client notifications, and case tasks are created so staff confirm attendance same day.
Overview
When hearing resets arrive as parsed emails, dates can slip and client outreach becomes inconsistent. This flow captures the reset, creates the calendar event, notifies the client, and opens a matter task so case managers can confirm attendance same day.