Route inbound court orders to the right file immediately
Matches an inbound court order — garnishment, levy, or income withholding — to the right contact and enrollment, flags the enrollment for emergency review, opens an employer-notification task, and texts the client.
Trigger: A document is classified as a court order.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Court order classifiedTrigger
Fires on an inbound court order.
- 2Match contact + enrollmentAI
Links the order to the right client file.
- 3Flag emergency reviewAction
Escalates the enrollment for urgent handling.
- 4Employer notification taskAction
Opens a task to handle the employer side.
- 5Text the clientMessage
Notifies the client right away.
What it does for your team
Court orders are matched and escalated within seconds
Clients hear from you first, not from their employer
Nothing falls between intake and the case team
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Questions about this template
Matches an inbound court order — garnishment, levy, or income withholding — to the right contact and enrollment, flags the enrollment for emergency review, opens an employer-notification task, and texts the client.
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