video1.0<iframe src="https://www.loom.com/embed/5f2f3c36bdd046cba9151f4be4452348" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5f2f3c36bdd046cba9151f4be4452348-d79a2c3dc52ab984.gif418.293In this video, I walk you through the new case status triage feature designed to help prioritize client cases effectively. We utilize AI-powered client intelligence to rank cases by urgency, allowing you to focus on high-priority items first. I demonstrate how to filter cases, take action on insights, and manage client communications directly from the triage interface. Additionally, I highlight the ability to snooze cases and assign them to colleagues when necessary. Please take a moment to explore this tool and consider providing feedback on your experience.