For managing partners: add court service notes to matters

Managing partners miss court service emails in shared inboxes, causing unrecorded requests and audit gaps that risk missed filings. So requests are recorded for traceable follow-up.

Overview

Missed court service emails create untracked actions and audit exposure that threaten filings and client trust. This workflow captures each request as a timestamped matter note, assigns staff, and keeps case records audit-ready and follow-ups traceable. Managing partners get clearer handoffs and reduced audit risk.

Notable Features

Create timestamped matter notes
Assign staff to requests
Log audit trail for follow-up