Create client portal response tasks for legal staff
Create client portal response tasks for legal staff
Your client portal messages arrive untriaged, leaving urgent client questions without an owner and stalling matters. Create and assign tasks to legal staff for same-day response.
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Overview
When client portal messages land untriaged, urgent client questions can be missed and matters stall. This workflow converts those emails into assigned tasks for attorneys and paralegals, ensuring same-day responses and clear ownership.