Send check received notice to assigned case team members
Send check received notice to assigned case team members
Your case record updates when a defendant settlement check is received, leaving teams unaware. Recipients get case context and can complete next steps the same day.
Overview
When a defendant check is recorded against a case, your documents team and assigned attorney need the facts immediately instead of searching the CRM. This flow sends a formatted check-received notice to owners and documents staff, enabling same-day processing and eliminating manual lookup delays.