Create follow-up case tasks after hearing phase completion
Create follow-up case tasks after hearing phase completion
Your hearing-phase tasks often finish with no follow-up, leaving matters without next steps or deadlines. It creates dated follow-up tasks assigned to the attorney before the next hearing.
Overview
When a hearing-phase task is completed, cases can stall if the next steps aren't scheduled. This flow generates sequenced, dated follow-ups and assigns them to the original owner so attorneys and practice managers have clear actions scheduled ahead of the next hearing.