Skip to content

Send case status messages and log matter notes

Your matter receives a trustee no-distribution filing that changes case status and needs immediate client outreach. Clients get the update and your file shows the note same day.

Send case status messages and log matter notes

Workflow preview:

Zap details:

Overview

When the court files a trustee no-distribution report, clients expect fast confirmation and your files must stay audit-ready. This flow finds those clerk emails, texts and emails the client, and logs a matter note so updates are recorded same day.

Send case status messages and log matter notes