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For law firms: capture wage-and-hour intake into matters

For law firms: capture wage-and-hour intake into matters

Intake staff and attorneys miss paystub info when intake forms go untracked, stalling case triage and new matters. Route submissions into your matter tracker with confirmations and follow-ups so intake begins promptly.

For law firms: capture wage-and-hour intake into matters

Overview

Missed paystubs and untracked intake forms stall case triage and risk losing momentum on new matters. This workflow captures every submission into your matter tracker, sends confirmations, and triggers scheduled follow-ups so intake starts promptly and follow-ups don't slip through.

Notable Features

  • Create matter records from submissions
  • Send acknowledgment emails to submitters
  • Schedule follow-up reminders for intake

For law firms: capture wage-and-hour intake into matters