Legal coordinators: prevent missed title receipts every time

Transaction coordinators at legal firms miss title receipts, risking skipped closing steps and liability. Create a high-priority follow-up when the send task completes so coordinators confirm receipt.

Overview

Missed title receipts put closings at risk and create liability for legal firms. This workflow converts every completed "send seller preferences" step into a high-priority confirmation task so transaction coordinators verify receipt, leading to faster handoffs and near-zero missed follow-ups.

Notable Features

Create high-priority confirmation tasks
Assign to original task owner
Attach linked transaction record