Send check received notice with case links and dates

Your case records often lack clear check receipt details, slowing billing and client follow-up. Receive a standardized email with check date, injury date, and a case link so teams can act same day.

Overview

When an insurance payment posts to a case, billing and case teams need clear, consistent context immediately; this flow sends a formatted email with dates and case links as soon as the case field updates. That means your teams can complete client outreach and accounting steps within minutes instead of relying on manual checks.