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Send consult AARs to intake and alert office manager before next workday

Send consult AARs to intake and alert office manager before next workday

Your consult intake emails land in the firm inbox, causing missed client follow-ups and inconsistent record updates. Keep intake records current and notify the office manager so follow-up happens before the next workday.

Send consult AARs to intake and alert office manager before next workday

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Send consult AARs to intake and alert office manager before next workday