For legal operations: keep external case standing updated

Legal ops coordinators risk case records falling out of sync when project phases tagged #Quintessa. This flow captures client phone and drop reason and updates external case standing.

Overview

Case standings that drift create follow-up delays and reconciliation work for legal ops. This workflow captures the client's phone and drop reason and writes the standing back to the external system, eliminating manual updates and giving operations a single source of truth. Operations leaders gain predictable case rosters and fewer manual reconciling steps.

Notable Features

Detect project phase changes tagged #Quintessa
Pull client phone and drop reason
Update external case standing record