Send case status messages and log matter notes
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.
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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.