Create matter task chat alerts for assigned attorney
Create matter task chat alerts for assigned attorney
You create matter tasks in your practice manager without team visibility, so urgent client items stall. This posts task details into team chat so you can triage and assign work same day.
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Overview
When matter tasks are created without immediate visibility, deadlines and client follow-ups can slip. Posting contextual task alerts into team chat gives you and your assistant the visibility to triage and act the same day, keeping clients on track.