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Create task board items from incoming estate tasks

Create task board items from incoming estate tasks

Your estate-planning matter tasks often don't surface on your shared task board, so preparation and client deadlines can slip. They get an assigned, board-visible task for the attorney same day.

Create task board items from incoming estate tasks

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Overview

Matter tasks hidden in your practice system can cause missed client deadlines and last-minute scramble. This flow creates a board-visible, assigned task for the right attorney so your practice manager and attorneys can act and close tasks the same day.

Create task board items from incoming estate tasks