Update prospect records with originating attorney and note
Update prospect records with originating attorney and note
Your prospect records miss originating attorney details, causing intake confusion and delayed outreach. It adds attorney IDs and a referral note for same day outreach.
Overview
Missing originating attorney attribution creates friction for intake and slows referral follow-up. This flow writes attorney IDs and a short referral note directly into prospect records so intake coordinators can act with full context for same-day outreach.