Notify intake team of new potential PD case
Notify intake team of new potential PD case
Your parsed intake emails can hide new PD clients who need immediate verification and matter opening for court filings. You get alerted to verify and open matters, avoiding missed filings same day.
Overview
Missed PD intakes create filing risk and late triage for coordinators. This flow spots parsed emails that look like new PD clients, checks your tables and PMS, and immediately alerts intake staff so matters get verified and opened same day.