For IT: notify stakeholders when filing reaches print stage

IT admins miss filing print/compile updates, leaving clients uninformed and causing duplicate outreach. Email triggers notify clients and stakeholders, ensuring timely updates.

Overview

Missed filing print/compile updates frustrate clients and generate duplicated outreach from support and case teams. This workflow guarantees clients and internal stakeholders receive status emails when filings hit print/compile, eliminating duplicate messages and keeping case teams aligned so response times drop dramatically.

Notable Features

Notify clients and stakeholders
Attach filing summary to emails
Log notification in case record