Business owners: assign attorney tasks from trust forms
Business owners: assign attorney tasks from trust forms
Business owners risk missed onboarding when trust questionnaires arrive unassigned. Automatically create and assign tasks to the responsible attorney so intake proceeds without missed steps.
Overview
Unassigned trust questionnaires create onboarding risk and slow client intake. This workflow ensures every submission becomes a tracked task assigned to the responsible attorney, eliminating missed onboarding steps and reducing manual handoffs. Managers get consistent accountability and a clear audit trail for new matters.
Notable Features
- Create attorney tasks automatically
- Assign tasks to responsible attorney
- Notify responsible attorney of assignment