For CTOs: assign initial file reviews to attorneys

CTOs at training firms see new matters with no owner, causing triage delays and missed first steps. It assigns an initial file review to the responsible attorney so cases are triaged and work begins.

Overview

Untriaged matters create operational gaps that delay case intake and risk missed first steps. This flow assigns an initial file review to the responsible attorney and notifies them, eliminating manual handoffs and enabling faster handoffs with fewer missed steps.

Notable Features

Create file review task on matter
Assign task to responsible attorney
Notify attorney and log activity