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Set phase date fields when case phase changes

Set phase date fields when case phase changes

Your case files lose reliable phase timestamps after manual phase changes, delaying handoffs. Populate phase date fields automatically so paralegals and owners get consistent timelines same day.

Set phase date fields when case phase changes

Overview

Missing phase timestamps slow handoffs and make billing and reporting unreliable; this flow stamps the appropriate phase date into the case record as soon as the phase changes. Paralegals and owners see consistent timelines same day, improving handoffs and case reporting.

Set phase date fields when case phase changes