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Create practice-area matter task lists for new client matters

Create practice-area matter task lists for new client matters

You can't prepare when new matters arrive without task lists and owners, delaying intake and deadlines. Get practice-area task lists auto-assigned to the right staff, ready same day.

Create practice-area matter task lists for new client matters

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Overview

When a lead becomes a client, your team should be focused on legal work — not setup. This workflow creates practice-area task lists and assigns owners within minutes of conversion, so managing attorneys and paralegals can start intake work same day.

Create practice-area matter task lists for new client matters