Keep business owners' case log updated from claim intakes

Business owners in legal ops see inconsistent cases when claim intakes stay unflagged. It creates a case from any intake marked as a claim and flags the intake processed so legal ops can begin review.

Overview

Unprocessed claim intakes produce inconsistent case records and risk missed legal actions. This workflow turns every intake marked as a claim into a complete case record and flags the intake processed, eliminating duplicate work and giving legal ops a clear audit trail.

Notable Features

Create case records from intakes
Flag original intake as processed
Check for duplicates before creating