For attorneys: keep civil case tracker up to date

Attorneys lose signed agreements when they aren't recorded, causing intake and scheduling gaps. This workflow captures signed agreements into the case tracker so intake and scheduling start promptly.

Overview

Missed signed agreements create intake and scheduling gaps that put cases at risk. This workflow captures each signed representation agreement into your case tracker and notifies operations and the responsible attorney, ensuring no case entry is overlooked and intake begins promptly. The result is cleaner registers, faster handoffs to scheduling, and fewer missed follow-ups.

Notable Features

Create case tracker entries on submission
Notify operations and attorney immediately
Attach signed agreement for quick review