Update matter referral response and add participant links
Update matter referral response and add participant links
Your matter records miss referral responses from intake webhooks, producing reviewer ambiguity. It writes those answers into matter and participant fields so partners can act same day.
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Overview
When referral decisions from intake forms don’t land in the matter, partners and case managers spend time hunting for context. This flow captures referral outcomes and reviewer notes into the matter and participant records, giving partners a single source of truth and same-day visibility.