Send document request email to client for migration cases
Send document request email to client for migration cases
When a case card updates without attachments, you can't review migration decisions or progress the matter, delaying intake. Get documents requested and logged so your intake team has files same day.
Overview
When migration case cards arrive without attachments, intake stalls and clients get repeated requests. This flow requests the needed documents and logs the outreach automatically, so your intake coordinators have files and avoid duplicate contact same day.