Send client care letter when review tag applied
Send client care letter when review tag applied
Your client care letter requests sit unsent when case tags are applied manually, delaying ID collection and sign-off. You get signature requests sent immediately so intake is ready the same day.
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Overview
When case tags are applied manually, intake stalls and coordinators wait on signed paperwork. This flow sends the client care letter immediately and flags the user record, letting your intake team begin reviews and ID checks same day.