Create production release comment on matter record for team
Create production release comment on matter record for team
You can't prep attorneys when release changes affect case materials tracked in your matters. Add a production note to the matter so project managers and attorneys gain visibility same day.
Overview
When production changes touch client-facing materials, attorneys and project managers need immediate context to avoid miscommunication. This workflow writes a standardized release note directly on the related matter so your team sees changes within minutes and can act before client outreach.