Update client intake email timestamp on case records
Update client intake email timestamp on case records
Your intake email timestamps on client leads are missing, causing triage delays and billing uncertainty. It writes the intake timestamp to the lead so you get accurate triage context same day.
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Overview
Intake timestamps often live disconnected from case records, creating triage friction and billing gaps. This flow ensures updated intake email timestamps land on the client lead so you and your intake coordinator see accurate timing the same day.