Post 30-day case reviews to the case activity stream
Post 30-day case reviews to the case activity stream
Your 30-day case reviews are disconnected from case activity, leaving follow-ups unprioritized and client context fragmented. Push review details into the activity tab so you can act the same day.
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Overview
When 30-day reviews live outside the activity tab, partners and case managers miss timely outreach and decisions get delayed. This flow centralizes review context into the case activity stream so your small firm can prioritize follow-ups and act the same day.