Update case record when moved to admissibility stage
Update case record when moved to admissibility stage
When a case moves to admissibility, your case records can miss critical intake tags and cause delayed legal review. Keep dropdowns updated so case handlers get accurate context same day.
Overview
When cases reach admissibility, missing intake tags mean delayed review and extra manual work. This flow sets the intake dropdown automatically so case handlers get accurate context and your team can start legal review same day.