Assign intake tasks and alert compliance for new matter

Your new matters arrive without assigned intake tasks or compliance notices, causing work to stall and reviewers to miss deadlines. Get intake tasks and compliance alerts so work begins same day.

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Overview

When matters open with no intake checklist, case work stalls and compliance reviewers miss deadlines; this flow assigns a standard intake task list and alerts reviewers so cases start same day. Program coordinators regain immediate visibility and reviewers receive a clear email with a task link.