Send case survey and reminders to legal reps

Your casework stalls when reps don't return required surveys, leaving intake incomplete. Automated emails and SMS reminders close gaps so intake completes before the next case milestone.

Overview

Manual survey outreach consumes valuable intake hours and slows movement between case milestones. This flow sends unique survey links and staged SMS/email reminders to legal representatives and logs every send, so case managers get completed surveys within days and can keep files progressing.