Send cases marked for distribution to operations pipeline

You have case records queued for distribution in your CRM, causing assignment delays and slower client outreach. This sends standardized case packets so coordinators can begin outreach same day.

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Overview

When cases sit un-distributed, coordinators waste time on manual handoffs and clients wait for response. This workflow routes flagged cases into your distribution system instantly, enabling coordinators to begin outreach the same day and reducing assignment lag.