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.

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.