Update CRM deal with mediation review outcome for matters
Update CRM deal with mediation review outcome for matters
Your mediation review entries aren't reflected in deals, leaving intake and settlement teams without context. Benefits include updated deal fields for prioritization and faster outreach same day.
Overview
Mediation review outcomes often live only in case files, so deals lack settlement context and outreach is delayed. This flow writes attorney review and settlement flags into deal records, enabling intake and settlement teams to act same day and keep the pipeline moving.