For business owners: assign case-specific task lists without triage
For business owners: assign case-specific task lists without triage
Business owners find new matters untriaged, causing missed deadlines and stalled intake. Assign case-specific task lists at matter creation so practice teams start work with clear milestones.
Overview
Practice intake slips when matters sit untriaged and deadlines go unseen. This workflow applies the correct case task lists and milestones at matter creation, transforming intake into predictable workstreams and ensuring practice teams begin review with clear next steps.
Notable Features
- Assign task lists by matter type
- Route work to the right team
- Set milestones and notify assignees