Hey Tech Escalations! This was referred to you for the following reason(s):Client Jinesh Arimbra is trying to download his docs so he can get them printed and signed. The account is showing it is in Attorney Review - It is just a free simple will and should not trigger an ARAllie had sent in a ticket for the LS simple will triggering AR's - previously
Elysia Peck This was flagged because they indicated that they have substantial separate property in triage. To get past this, they need to uncheck that value, or legal ops can clear the flag. What would you like me to do? Karla Munson Joanie Westwood Currently, we do run the triggers for the will even though we claim there is no attorney in the mix. Going forward how should we proceed?
Jason Workman Thank you! Allie was able to help me get that substantial separate property removed for the client. Legal Ops does not work on LS accounts, I tried that route yesterday 🙂️
