For founding partners: never miss a new matter alert

Founding partners miss new matters in the case system, risking missed deadlines. Instant alerts notify the founding partner and practice team, so triage and resourcing start quickly.

Overview

Missed intake creates real risk to client deadlines and billable work. This workflow pushes every new matter straight to the founding partner and practice team for immediate triage, eliminating missed intake and enabling faster handoffs; firms report fewer missed follow-ups and clearer assignment.

Notable Features

Alert founding partner instantly
Route matter details to practice
Create triage task and assign