Update matter fields when new client documents arrive

When matter documents arrive untagged, intake and routing stall and paralegals lack call-ready context. The flow sets matter fields so case owners have accurate tags and intake context same day.

Overview

Untagged documents delay intake and force manual corrections; this flow fills matter fields and tags from incoming documents so paralegals and case owners always have call-ready context. Expect consistent matter tagging and resolved routing same day.