Skip to content
Log inSign up
Templates
Assign matter task list for direct intake matters

Assign matter task list for direct intake matters

Direct client matters without a task list make intake slow and cause missed onboarding or billing steps. Automate assignment so work is organized and billing is ready same day.

Assign matter task list for direct intake matters

Overview

When direct or referred matters arrive without a standard task list, intake teams waste time recreating steps and risk missed billing items. This flow attaches the right onboarding task list automatically so intake coordinators have organized work and billing steps ready same day.

Assign matter task list for direct intake matters