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.

For divorce coordinators: prevent missed client document follow-ups

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

For divorce coordinators: prevent missed client document follow-ups