For law firm ops: keep intake case standing aligned

Ops coordinators miss updates when phases hit Treating or File Set‑Up, causing case standing drift. Workflow updates intake case standing by contact phone so coordinators avoid missed follow-ups.

Overview

Case standing drift and missed follow-ups create intake bottlenecks that slow operations coordinators and risk client satisfaction. This workflow keeps external intake case standing aligned using project contact phone numbers, eliminating manual updates so coordinators act on current status and avoid missed follow-ups.

Notable Features

Update intake case standing by phone
Filter phase changes automatically
Notify intake coordinators on failures