Update matter records with external case ID and notify staff
Update matter records with external case ID and notify staff
Your intake case statuses lack matching matters, leaving files without external case IDs and delaying triage. The workflow adds the external ID or notifies staff so records are updated same day.
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Overview
Missing external case IDs in matter records slow intake and delay billing. This workflow finds the right matter, stamps the external ID into the record, and pings staff on mismatches so files are reconciled same day.