For legal operations: keep Chapter 13 plans attached to matters

Legal operations staff miss Chapter 13 Plans in inboxes, creating delayed intake and compliance risk. Each plan and public link lands in the matter record so staff start processing without searching.

Overview

Misplaced Chapter 13 Plans cause intake delays and compliance exposure for legal practices. This workflow makes sure every submitted plan and public link appear in the matter record, eliminating manual search and protecting intake timeliness. Legal operations gain reliable handoffs and reduced compliance risk.

Notable Features

Attach plan PDFs to matters
Store public link in metadata
Notify legal ops on upload