Send follow-up text and log note to client
Send follow-up text and log note to client
You miss client contact when call follow-up flags sit unhandled, leaving cases without outreach context. Send the text and log a case note so intake coordinators and attorneys see outreach same day.
Overview
Eliminate missed client follow-ups by converting a flagged call note into an immediate, signed SMS and a logged case note. This gives intake coordinators and attorneys a same-day outreach trail and reduces manual logging burden.