Notify team of transactions marked for review today
Notify team of transactions marked for review today
Your conveyancing transactions wait unreviewed without clear alerts, causing document stalls and client follow-up delays. Notify case managers and the principal solicitor so reviews occur same day.
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Overview
When transactions are flagged for review, inconsistent alerts create document stalls and client delays. This workflow delivers consistent review flags to case managers and your principal solicitor within minutes, so checks and client follow-up happen same day.