Update last client contact on case record automatically
Update last client contact on case record automatically
Client messages sometimes arrive without a case update, leaving your attorneys without recent contact context. This preserves last-contact dates so your team can follow up within 30 days.
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Overview
When client messages aren't reflected on the case record, attorneys lose follow-up windows and intake falls behind; this flow updates the case last-contact date and queues reminders so teams can re-engage within 30 days. It reduces manual edits and keeps intake, case teams, and billing aligned for timelier client care.