Skip to content
Templates
Create task from starred email for intake triage

Create task from starred email for intake triage

Starred client emails leave follow-ups untracked and cause intake or deadline slips. They become task records for your office manager and legal assistants to triage and assign same day.

Create task from starred email for intake triage

Overview

When starred client emails sit in the inbox, intake items and deadlines slip. This flow converts those starred messages into task records so your office manager and legal assistants can triage and assign follow-ups the same day.

Create task from starred email for intake triage