Engineering: Send clear representation termination notices to clients

Engineers triage intake messages and occasionally miss sending termination notices when clients didn't perform the work, leaving legal intake unsure. It ensures prompt closure and client notification.

Overview

Missed termination notices leave legal intake with unresolved cases and potential compliance gaps. This workflow makes sure every ineligible client receives a clear termination notice, enabling prompt case closure, consistent audit trails, and fewer manual follow-ups.

Notable Features

Send templated termination emails
Mark case as terminated in CRM
Alert legal intake and counsel