Create doc reminder tasks for assigned case managers

When a case moves stage, no scheduled task captures required documents, causing filing delays. That ensures paperwork is collected well ahead of filing deadlines.

Overview

For a small divorce practice, missed paperwork delays filings and frustrates clients; automating task creation at stage changes gives your coordinator a clear, dated action to complete. The firm moves from reactive chasing to predictable handoffs, with paperwork collected well ahead of filing deadlines.