Update case intake status when filing is verified

Your case filings can go untracked when a card advances without the intake record updating, delaying follow-ups and next actions. Records keep case managers informed and enable same-day steps.

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Overview

Untracked filing verifications create blind spots that delay case handoffs and client communication. This flow ensures the central intake record reflects filing verification immediately, giving case managers the visibility to act same day and avoid missed deadlines.