Create matter triage records in your to-do list
Create matter triage records in your to-do list
Your matter intake can go untriaged, leaving paralegals without a single queue and delaying client tasks. Get hourly to-do rows for each matter so staff can prioritize work same day.
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Overview
When matter intake isn't centralized, paralegals waste time reconciling lists and client follow-up is delayed. Build an hourly triage table of matter rows so your operations team always has a same-day queue to assign and act on.