Send intake summary email and submit record to team
Send intake summary email and submit record to team
Your intake rows lack readable context, so attorneys can't triage or schedule reliably. Receive a formatted case summary emailed and posted to intake for same-day review.
Overview
Intake rows without readable summaries slow case starts and waste attorney time. This routes each table update into a clean case summary email and a POST to intake systems so coordinators and attorneys can triage and schedule same day.