Keep business owners' case records updated with call dates

Business owners reviewing matter notes miss call mentions, causing inconsistent call dates and incomplete case metadata. It updates each matter's call date so case managers keep standardized records.

Overview

Missed or inconsistent call dates create compliance and billing risk for matter-driven practices. This workflow captures call mentions from notes and writes the call date to the matter, eliminating manual metadata entry so case managers maintain accurate, standardized records and clearer audit trails.

Notable Features

Detect call mentions in notes
Update matter call date field
Flag mismatched or missing dates