Criminal defense attorneys attach ICF edit links to records
Criminal defense attorneys attach ICF edit links to records
Criminal defense attorneys miss intake ICF edit links, jeopardizing case prep. Attach each edit link to the client record so intake and case teams can access submissions immediately.
Overview
Missed intake links delay case prep and risk missed filings for criminal defense attorneys. This workflow attaches ICF edit links to the matching client record so intake and case teams open files with submission access. The result is zero lost links, faster handoffs, and less manual lookup for staff.
Notable Features
- Extract ICF edit links from email
- Find matching client by phone or email
- Attach link to client record