For divorce coordinators: prevent missed client document follow-ups
For divorce coordinators: prevent missed client document follow-ups
Divorce coordinators risk delayed case progression when client documents go uncollected. Create a 30-day reminder task for the assigned coordinator so documents are collected and cases keep progressing.
Overview
Missed document follow-ups stall divorce cases and frustrate clients, creating avoidable delays in case progression. This workflow assigns a 30-day reminder to the assigned coordinator and logs the task, eliminating missed follow-ups and keeping cases moving with an auditable trail.
Notable Features
- Schedule 30-day follow-up tasks
- Assign reminders to case coordinators
- Attach client context to tasks