Create triage tasks from consultation replies with context
Create triage tasks from consultation replies with context
Your consultation email replies arrive untriaged, delaying task assignment and losing matter context for project managers. It creates intake tasks with message context so coordinators can act same day.
Overview
Untriaged consultation replies create hidden work and break case continuity. This flow turns qualifying replies into assigned intake tasks with the original message context, so project managers and intake coordinators can prioritize and act same day.