Attorney alerts for clients without recent communication to prompt case updates

Attorneys overlook clients with no outreach, causing stale case files and risking client trust. Alerts flag those clients to notify case managers so attorneys re-engage and update records quickly.

Overview

Missed client outreach creates stale case files and risks client trust, undermining matter momentum and client relationships. This workflow surfaces clients with no recent contact, notifies case managers, and creates follow-up tasks so attorneys re-engage and teams report faster handoffs and cleaner case notes.

Notable Features

Notify responsible case manager and team
Create follow-up task in case system
Append re-engagement note to case file