Send missing card warning when main board done mismatches
Send missing card warning when main board done mismatches
When a matter card moves to the main Done column but isn't on the assigned practitioner's board, your case tracking and billing prep break. Get an actionable email alert so coordinators can fix it same day.
Overview
Unchecked Done-column mismatches interrupt case tracking and can delay billing or handoffs. This flow surfaces missing practitioner cards to operations within minutes so coordinators can investigate and restore records the same day.