Ensure associate attorneys review new matters without delay

Associate attorneys miss action when new matters go unreviewed, risking deadlines and client trust. Create a review task and notify the responsible attorney so matters receive prompt attention.

Overview

Missed matter reviews create deadline risk and erode client trust. This workflow turns every new matter into a tracked review task and notifies the responsible attorney, converting intake into prompt assessment and preventing unreviewed matters. Firms report faster handoffs and fewer overlooked action items.

Notable Features

Create review tasks on matter creation
Assign task to responsible attorney
Post notification to firm channel