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Create scheduled client follow-ups from new matters across cases

Create scheduled client follow-ups from new matters across cases

Your timeshare matters open without scheduled follow-ups, causing inconsistent client updates and extra manual task work. You get a consistent task cadence and on-time outreach the same day.

Create scheduled client follow-ups from new matters across cases

Overview

When timeshare matters are created without a follow-up plan, client communications slip and manual setup drains your team. This workflow spins up a sequenced task plan and emails the owner within minutes of intake, so back-office coordinators maintain consistent outreach the same day the matter opens.

Create scheduled client follow-ups from new matters across cases