Update case record after property and asset form completion
Update case record after property and asset form completion
Unlogged property and asset forms leave case records incomplete and delay filing prep and client follow-up. Keep records current so coordinators prepare filings and reach clients the same day.
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Overview
When property and asset forms are completed, your case files must reflect that immediately or filing prep and client contact stall. This flow updates case records within minutes so coordinators can prepare filings and contact clients the same day.