Update project item with intake link for convertible note

Your legal intake items lack intake links and type, so coordinators must chase context and triage slows. The workflow inserts the intake link and sets the type so teams can triage same day.

Overview

Missing intake links and types on legal project items slows triage and wastes coordination time. This flow injects the intake URL and sets the project type automatically, giving legal ops and program coordinators contextual records within minutes so they can act the same day.