For legal ops: alert intake coordinators on TM/EF matters

Intake coordinators miss new-matter alerts, causing TM/EF intake forms to be delayed or overlooked. Real-time alerts notify the intake coordinator and legal ops so forms get prepared and sent promptly.

Overview

Delayed intake forms stall matter onboarding and increase risk of missed deadlines. This workflow routes every TM/EF matter to the intake coordinator and legal ops immediately, eliminating overlooked intakes and ensuring forms are sent before the first client milestone. Teams report faster handoffs and zero missed intake follow-ups.

Notable Features

Notify intake coordinator and legal ops
Filter matters requiring TM or EF
Include matter link and details