For associate attorneys: update contract tracker after proposal view

Associate attorneys miss viewed proposals in noisy inboxes, delaying signings. Tracker updates on view ensure attorneys prioritize follow-up and keep engagement records current.

Overview

Associate attorneys can lose momentum when viewed proposals go unnoticed and matters stall. This workflow updates the document tracker on a view and notifies the assigned attorney, turning passive views into prioritized outreach so response times drop and pipeline engagement stays accurate.

Notable Features

Flag viewed contracts in tracker
Notify assigned attorneys for follow-up
Update engagement status and timestamp