For Principal Solicitors: Alert legal ops on vendor risk

Principal solicitors miss vendor risk flagged in questionnaires, causing delayed triage and escalation. Alerts route flagged forms to in-house solicitors, ensuring faster triage and escalation.

Overview

Vendor questionnaires that flag unauthorised works create legal risk when they sit unread. This workflow delivers flagged responses straight to legal ops and spins up triage tasks so solicitors can assess and escalate without manual handoffs. Teams report faster triage and zero missed follow-ups.

Notable Features

Send urgent risk alerts to solicitors
Attach questionnaire summary to alert
Create triage task in case system