Create next-phase tasks when dismissal task is completed
Create next-phase tasks when dismissal task is completed
You can't reliably close matters when completed dismissal tasks don't trigger next steps or billing. Automated follow-ups and matter updates keep your docket current and complete same day.
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Overview
Completed dismissal tasks should trigger the next legal steps automatically instead of waiting for manual triage. This flow creates follow-up tasks, time/expense entries, and updates matter stage so your coordinators and project managers get owners assigned and dockets current the same day.