Update client risk assessment fields in matter record
Update client risk assessment fields in matter record
Your client risk assessment forms often leave matter records incomplete, delaying intake and compliance checks. Keep matter risk fields up to date so partners can act on flags the same day.
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Overview
When risk assessments sit in forms, partners lack case context and intake stalls. This flow writes assessment answers directly into the matter record so partners and practice managers see flags and comments the same day and act with confidence.