Assign closing tasks and notify intake channels for closed matters
Assign closing tasks and notify intake channels for closed matters
Your closed matters often lack a consistent post-close handoff, leaving intake without task assignments or client contact context. Gain consistent task assignment and notifications same day.
Overview
When matters close without a standard handoff, intake and operations scramble to find contacts and next steps. This flow assigns the correct closing task list, logs the matter, and notifies intake so post-closing work completes same day with clear ownership.