For legal teams: never miss contract onboarding tasks

Paralegals miss contract submissions in overflowing intake forms, causing filing delays and client onboarding hold-ups. Create priority tasks assigned with due dates so contracts get uploaded and onboarding starts quickly.

Overview

Legal practices lose momentum and risk missed filings when contract submissions go untracked. This workflow converts each contract form into prioritized, assigned tasks tied to the matter, eliminating manual handoffs and protecting client onboarding timelines. Expect faster handoffs and zero missed follow-ups.

Notable Features

Assign high-priority tasks instantly
Set assignee and due date
Link tasks to contract records