Send treatment survey when case enters records phase
Send treatment survey when case enters records phase
When a case enters the records phase, client feedback requests can go unsent and case files miss survey responses. You get feedback immediately for same-day follow-up.
Overview
When cases move into the records phase, client feedback requests often go unsent and attorneys lose timely insights. This flow delivers a short treatment survey to clients within minutes of the phase update so your team can review responses and follow up same day.