For legal support ops: mark releases as received

Support ops lose intake visibility when releases aren't tagged, risking duplicate processing. It sets Release Received to Yes when a release document is found, preventing duplicate intake.

Overview

Legal support ops face duplicate intake and billing confusion when release documents go unflagged. This workflow ensures matters are marked Release Received as documents arrive, preventing duplicate processing and delivering clearer handoffs that teams can rely on.

Notable Features

Set matter Release Received to Yes
Detect release documents by filename
Prevent duplicate intake actions