Legal engineering: catch probate leads in forum channels

Engineers monitoring community channels miss probate mentions, so intake overlooks qualified prospects. This workflow flags those messages and notifies sales and intake so triage and outreach start faster.

Overview

Missed probate mentions in community channels mean intake overlooks qualified prospects and opportunities cool off. This workflow routes flagged conversations to sales and intake with context and a recommended action, so triage and outreach start faster and missed follow-ups are reduced.

Notable Features

Flag probate and death mentions
Notify sales and intake channels
Create triage tasks for intake