Create matter tasks from incoming intake webhooks for attorneys
Create matter tasks from incoming intake webhooks for attorneys
Your case intake webhooks arrive without a tracked task, causing missed deadlines and delayed client follow-ups. Create and assign case tasks so your paralegals receive actionable work items same day.
Overview
Intake that sits outside your case system becomes missed follow-ups and partner time spent chasing context. This workflow converts each webhook into a tracked, assigned matter task so paralegals receive clear work items and follow-up happens same day.