For legal ops: populate case boards with enrollment data
For legal ops: populate case boards with enrollment data
Case managers miss plaintiff enrollment in spreadsheets, causing intake delays and incomplete files. This ensures case managers have current enrollment and faster handoffs.
Overview
Missing enrollment details stall case intake and create risk of incomplete files. This workflow keeps plaintiff enrollment synced to your case boards, eliminating manual lookups and enabling faster handoffs so case managers start work with complete client information.
Notable Features
- Populate board fields from spreadsheet
- Lookup enrollment by client ID
- Notify case managers of changes