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Create signing tasks and calendar entries for reschedules

Create signing tasks and calendar entries for reschedules

Your rescheduled signings miss tasks and reminders, creating prep gaps and client confusion. This creates matter calendar events and assigns prep tasks so your attorney and paralegal are ready.

Create signing tasks and calendar entries for reschedules

Overview

Rescheduled signings often derail prep and cause last-minute panic for small law firms. This flow captures the reschedule, starts intake when a matter is missing, updates calendars, and assigns prep tasks so attorneys and paralegals have clear due dates and reminders within minutes.

Create signing tasks and calendar entries for reschedules