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Create and file case review letter to matter

Create and file case review letter to matter

Your case review appointments often leave letters uncreated and matter files incomplete, which delays hearing preparation. You get a client-ready PDF sent and filed to the matter the same day.

Create and file case review letter to matter

Overview

Stop manual letter creation and late filings that gum up hearing prep: this flow produces a court-ready PDF, emails the client, and files it to the matter automatically. That means program coordinators and case managers have client notice and matter documentation completed the same day as the appointment.

Create and file case review letter to matter