Create follow-up matter tasks when a task completes
Create follow-up matter tasks when a task completes
Your matter task completions often lack consistent next steps and billing context. Create follow-up tasks, time entries, and expense records automatically so files are billing-ready same day.
Overview
When a task is completed, the next steps and billing items often get missed and create costly follow-up work. This flow creates follow-up tasks, time entries and expense records automatically, giving project managers and paralegals billing-ready files within minutes.