Update complaint filed date on client deal records

Your case form updates omit filed dates in the CRM, causing outreach and billing to become misaligned. You get consistent filing dates on deal records for timely outreach and billing the same day.

Overview

Filing dates that don't reach your CRM create confusion for intake, outreach, and billing. This flow writes the complaint filed date into deal records so intake coordinators and campaign managers can act from accurate timelines, typically the same day.