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Send client texts to case files for intake coordinators before standup

Send client texts to case files for intake coordinators before standup

Your client texts land unlinked in the phone inbox, causing delayed case updates and missed callbacks. Intake coordinators see texts added to case records with a morning digest so follow-ups happen before the next workday.

Send client texts to case files for intake coordinators before standup

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Send client texts to case files for intake coordinators before standup