Send seven-day follow-up email for requested credit reports
Send seven-day follow-up email for requested credit reports
Your client credit-request cards sit open without follow-up, delaying case preparation and next steps. Receive a seven-day reminder email to intake staff so reports are requested same day.
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Overview
When request cards sit idle, client intake and case prep stall — and paralegals scramble to catch up. This flow guarantees a seven-day follow-up email with contact details and a direct card link, so intake staff request reports within a week and cases move forward.