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For managing attorneys: keep matters linked to bookings

For managing attorneys: keep matters linked to bookings

Managing attorneys lose client context when calendar bookings aren't linked to matter records, causing missed preparation and billing gaps. Linking appointments to matters ensures paralegals and attorneys have correct context before meetings.

For managing attorneys: keep matters linked to bookings

Overview

Managing attorneys risk missed intake and billing when meetings lack matter context. This workflow links calendar bookings to matter records and updates calendars so paralegals and attorneys always see the right matter details before appointments. Teams report faster handoffs and far fewer missed client contexts.

Notable Features

  • Attach appointments to matter records
  • Update team calendars with context
  • Notify senior paralegal on mismatches

For managing attorneys: keep matters linked to bookings