For paralegals: never miss client check-ins or arrivals

Paralegals miss client arrival details hidden in form replies, causing delayed intake and appointment mix-ups. This routes check-ins to on-duty paralegals and creates intake tasks so staff prepare and avoid missed arrivals.

Overview

Missed check-ins create delayed intake and appointment mix-ups that frustrate clients and slow case preparation. This flow delivers every client check-in to on-duty paralegals and creates intake tasks, eliminating missed arrivals and tightening handoffs. Teams report faster handoffs and fewer missed follow-ups after adopting this pattern.

Notable Features

Route check-ins to on-duty paralegals
Create intake tasks automatically
Flag missing or urgent details