Project managers avoid missed SOL deadlines on leads
Project managers avoid missed SOL deadlines on leads
Project managers intake leads without statute-of-limitations dates, risking late case acceptance and damaged client trust. Calculated SOL dates populate lead records so case teams flag deadlines and begin timely review.
Overview
Missing SOL dates expose project managers to late case acceptance and damaged client trust. This workflow calculates SOL deadlines from state and incident/birthdate and writes them into lead records so intake and case teams always see actionable deadlines. The result is fewer missed acceptance windows and cleaner handoffs between intake and case review.
Notable Features
- Calculate SOL dates by state
- Write deadlines into lead records
- Alert intake when deadlines approach