Create statute deadline tasks and send onboarding emails
Create statute deadline tasks and send onboarding emails
New case openings without statute reminders leave deadlines uncaptured and calendars unprepared. You get SOL reminders and onboarding emails so cases are triaged and clients informed same day.
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Overview
When a case enters the new opening stage, convert that status change into scheduled statute reminders and client onboarding messages so deadlines are visible and outreach is immediate. This turns stage updates into taped, actionable tasks and same-day client communications, keeping partners and intake coordinators aligned before outreach SLAs lapse.