For law firm presidents: update project records when saves arrive

Law firm presidents lose saved onboarding links buried in email, stalling intake. This workflow finds SAVE AND RESUME emails and sets the project to 'Report Started', ensuring accurate records for prompt follow-up.

Overview

Lost "save and resume" links stall case intake and can delay billing at small law firms. This workflow captures those links and updates the project to 'Report Started', keeping intake moving and eliminating lost onboarding links so you have accurate records and fewer missed follow-ups.

Notable Features

Extract save-and-resume links from email
Update project status to Report Started
Attach saved link to project record