IT: send filing surveys and reminders from inbound emails

IT receives inbound CRM emails with missing client info, stalling intake and delaying filings. It sends the filing survey and reminders so intake captures required case details and filings proceed.

Overview

Missing client survey responses stall filings and create intake bottlenecks. This workflow ensures every inbound CRM email triggers a filing survey and sequenced reminders, removing manual follow-up so intake captures case details and filings proceed without delay.

Notable Features

Send initial filing survey to clients
Deliver sequenced reminder emails
Update CRM record with survey status