Draft consultative exam notices and attach to matter

You receive CE emails with appointment details scattered across threads, delaying client notices and risking missed exams. Send a templated client notice so they are ready before the exam.

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Overview

Missed consultative exams delay claims and create extra work for your staff. This flow extracts appointment details from incoming CE emails, links them to the right matter, and prepares a client-ready notice so your team can notify clients within minutes of receipt.