Attorneys: Notify clients when a case enters treatment phase

Small-firm attorneys miss treatment-phase notices, causing client confusion and stalled case progress. Trigger emails to clients and case owners so expectations are clear and next steps start.

Overview

Missed treatment-phase outreach undermines client trust and slows case progress for small firms. This workflow alerts clients and case owners when a file moves to Pre Lit - Treating, ensuring treatment expectations are communicated and an audit trail is created. The result is faster handoffs, zero missed follow-ups, and cleaner case records for busy attorneys.

Notable Features

Notify clients and case owners
Attach treatment-phase instructions to messages
Record sent notices in case file