Mark intake records when cases switch to bankruptcy

Your bankruptcy case status updates often leave lead intake uncategorized and untriaged, delaying owner assignment and billing readiness. Get intake records tagged and prioritized the same day.

Overview

Bankruptcy case status changes frequently fail to surface in intake lists, leaving urgent filings untriaged and billing delayed. This flow keeps your lead table aligned so intake coordinators and billing staff see bankruptcy cases flagged and prioritized the same day.