Create personal injury protection cases from flagged entries
Create personal injury protection cases from flagged entries
Your flagged intake table entries leave qualifying injuries unrecorded and delay outreach to potential clients. Create case records automatically so intake coordinators can contact prospects same day.
Overview
When flagged table rows aren't converted into case files, intake coordinators spend time chasing missing records and outreach stalls. This flow turns qualifying rows into complete case records automatically, so coordinators can contact prospects same day and keep intake steady.