Send hearing date SMS and update client record
Send hearing date SMS and update client record
Your hearing emails arrive parsed but unlogged, leaving clients unclear about dates and staff scrambling. This workflow texts clients and updates CRM so hearing details are visible same day.
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Overview
When hearing dates are buried in inbound emails, clients miss court dates and staff scramble to confirm schedules. This flow parses hearing notices, updates the client record, and texts the client so hearing visibility is locked in same day.