Legal IT: keep case deadlines aligned with CRM deals
Legal IT: keep case deadlines aligned with CRM deals
IT sees case deadline edits not reach CRM, causing missed client response dates. Align the 998 offer due date with the CRM deal so ops and account managers act on one clear deadline.
Overview
Missed deadline updates cost client trust and create operational risk. Keep the 998 offer due date aligned between your case system and CRM, eliminating missed follow-ups and enabling faster handoffs between ops and account managers.
Notable Features
- Push 998 offer due dates to CRM
- Filter updates to relevant cases
- Notify ops and account managers