For founding attorneys: log client messages to matters

Founding attorneys miss unfiled client messages, leaving gaps in matter records and delaying action. This flow creates dated matter notes for each client message so attorneys act with full context.

Overview

Missed client messages create gaps in matter files and can delay legal action, putting case outcomes at risk. This workflow turns every incoming client message into a dated matter note, giving founding attorneys full case context and eliminating missed follow-ups. The result: clearer handoffs, a dependable audit trail, and faster attorney response when it matters most.

Notable Features

Log communications to matter records
Attach sender and timestamp automatically
Notify responsible attorney on new note