Create matter board and notify legal team instantly
Create matter board and notify legal team instantly
Your new matter records arrive without structured boards or assignment context, leaving case setup fragmented. Create the matter board and post an assignment note so the legal team can start same day.
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Overview
When matters arrive without a workspace, onboarding stalls and tasks slip. This flow provisions a project board and posts an assignment message so coordinators and case handlers can begin onboarding within minutes and avoid manual setup bottlenecks.