Trigger legal document generation from case field update
Trigger legal document generation from case field update
When your case records update without a generated protection letter, client outreach stalls and advocacy deadlines slip. Coordinators receive client-ready letters to send same day.
Overview
Untriggered document requests create delays that hurt vulnerable clients and stretch your small team's capacity. This flow converts a case field change into a drafted protection letter and routes it to coordinators within minutes, enabling same-day outreach and tighter SLA compliance.