Update record privacy status from tagged inbox conversations
Update record privacy status from tagged inbox conversations
Your tagged inbox conversations lack synced privacy status in the legal database, causing review delays and misclassification. Keep privacy flags current so compliance officers review records same day.
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Overview
When inbox tags signal confidentiality changes, the master record must reflect that immediately to avoid review bottlenecks. This flow keeps privacy flags aligned and removes manual triage so compliance officers see correct statuses the same day.