Create follow-up tasks and dockets for completed matters
Create follow-up tasks and dockets for completed matters
When completed matter tasks lack enforced next steps, recording, mailing, and expense tracking slip. Create review tasks, docket reminders, and expense entries so project managers get them same day.
Overview
When completed tasks don't spawn the required filings and dockets, recording windows and billing steps slip. This flow automatically generates review tasks, calendar dockets, and expense logs, giving project managers and paralegals actionable work items the same day so deadlines are met.