Create follow-up legal tasks when a task completes
Create follow-up legal tasks when a task completes
Your matter tasks often complete without queued next steps, causing missed filings and billing. Create follow-up tasks and time/expense entries automatically so cases keep moving same day.
Overview
When completed case tasks don't spawn required next steps, filings get delayed and billable time is lost. This workflow creates the right follow-up tasks, time entries, and expenses automatically so project managers and paralegals can act the same day.