Criminal defense attorneys: keep intake dates on contacts
Criminal defense attorneys: keep intake dates on contacts
Criminal defense attorneys miss follow-ups and delay case triage because new contacts lack intake dates. It tags new contacts with an intake date and notifies intake staff to prioritize cases.
Overview
Missing intake dates let contacts age and cause missed follow-ups that slow case triage. This workflow ensures every new client record gets a recorded intake date and alerts intake staff, eliminating aging contacts and enabling attorneys to prioritize case assignment more quickly.
Notable Features
- Tag contacts with intake date
- Notify intake staff instantly
- Format dates for consistency