Create follow-up task from logged client phone calls
Create follow-up task from logged client phone calls
Your client call records often arrive without follow-up tasks, leaving intake and next steps unassigned. Assign to-dos to attorneys and practice managers so work is routed and completed same day.
Overview
Stop letting intake calls sit unassigned and slow matters. This routes each logged phone communication into a created to-do for attorneys or practice managers, so follow-ups happen same day and work stays visible.