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Create follow-up task for every new matter owner

Create follow-up task for every new matter owner

You miss timely client follow-ups when new matters don't create an owner action, delaying intake and next steps. Add a scheduled task to the matter so the assignee follows up within eight days.

Create follow-up task for every new matter owner

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Overview

When matters enter your practice without a clear next step, intake slows and clients wait. This creates an eight-day follow-up task for the assigned owner so intake coordinators and attorneys act within the intake window.

Create follow-up task for every new matter owner