Business owners: keep legal staff notified on new documents

Business owners lose CRM-created document sessions, risking missed filings and compliance gaps. Email alerts notify the assigned attorney and paralegal so document completion and filing start without handoffs.

Overview

Missed CRM-created document sessions put filings and compliance at risk for business owners. This workflow routes each session to the assigned attorney and paralegal via email and optional task creation, removing manual handoffs so staff start filings promptly and reducing missed follow-ups.

Notable Features

Notify assigned attorney and paralegal
Attach case link and details
Create follow-up task in tracker