Keep CRM prospect status accurate for support ops

Customer support ops lose accurate prospect substatus when matters close in practice system, causing missed follow-up. It keeps CRM prospect substatus aligned so client-facing staff start follow-up.

Overview

Prospect substatus drift between practice management and CRM leads to missed outreach and broken reports for client-facing teams. This workflow flips CRM prospect substatus when a matter closes, removing manual reconciliation and ensuring ops and support start follow-up with accurate lifecycle records.

Notable Features

Update CRM prospect substatus
Notify client-facing staff of closures
Log closures for lifecycle reporting