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Create two-week follow-up tasks for case managers before court

Create two-week follow-up tasks for case managers before court

Your post-onboarding call notes land unprocessed, causing missed client check-ins and lagging case preparation. Case managers get prioritized follow-up tasks with links so actions finish before the next court date.

Create two-week follow-up tasks for case managers before court

Create two-week follow-up tasks for case managers before court