Assign owner and mark matter as needing follow-up

Your matters can lack an assigned owner after retention, causing onboarding delays. Intake can act same day because the workflow assigns an owner and flags the matter for follow-up.

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Overview

Retention events often leave matters without a clear owner or next steps, which delays client onboarding. This flow assigns an owner and flags the matter for follow-up automatically, letting intake coordinators begin onboarding the same day.