Legal PMs: prevent missed lien notices to adjusters

Legal project managers miss 'send lien' flags on deals, risking recovery rights. This workflow emails adjusters and updates CRM when a deal is flagged, ensuring notice is logged and recoveries preserved.

Overview

Missed lien notices put recovery rights and compliance at risk for small legal firms. This workflow routes every 'send lien' flag into an email to the adjuster and a CRM engagement, creating a clear audit trail and eliminating missed protective notices.

Notable Features

Notify adjusters when flag set
Update CRM lien sent field
Log email engagement on deal