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Create pending tasks when a matter is pended

Create pending tasks when a matter is pended

When a matter is pended, your team can lose ownership and miss deadlines. This ensures the responsible attorney or paralegal receives a high-priority task they can act on same day.

Create pending tasks when a matter is pended

Overview

When a matter moves to pending, missing the next steps stalls client work and creates billing risk. This flow turns that status change into a high-priority task assigned to the right attorney or paralegal so work is started same day and follow-ups aren't missed.

Create pending tasks when a matter is pended