Send daily closed cases summary to firm owner

Your closed-case table fills daily, forcing manual summaries and delaying file closure. The nightly summary email lets you review and clear records before the next business day.

Overview

Each evening this flow compiles your closed-case contacts into a single review email so the owner and intake staff stop manually aggregating lists. It delivers a nightly review and clears the temporary tracking table so records are ready for next-day billing and file closure.