Business owners prevent project setup delays for new matters
Business owners prevent project setup delays for new matters
Business owners see matters unprovisioned, forcing case teams to chase setup and stalling billable work. This workflow creates a project and folder linked to the matter so case teams start collaborating.
Overview
Unprovisioned matters create handoffs that stall billable work and frustrate case teams. This workflow provisions a ready project and folder and writes the links back to the matter record, eliminating manual setup so case teams begin collaborating quickly and handoffs disappear.
Notable Features
- Create preconfigured project workspace
- Provision organized folder structure
- Link project and folder to CRM