Create case document session and notify assigned counsel
Create case document session and notify assigned counsel
Your intake payloads often lack interview context, forcing staff to rekey details and delaying filings. Receive a prefilled document session and email so counsel finishes filings the same day.
Overview
When intake payloads arrive without interview context, your team wastes time rekeying facts and delays filings. This flow creates a prefilled document session and emails counsel the link within minutes so filings can be completed the same day.