Skip to content
Log inSign up
Templates
For project managers: create plaintiff records on subpoena

For project managers: create plaintiff records on subpoena

Project managers lose client linkage when subpoena tasks finish without plaintiff records, stalling case updates. This creates plaintiff records on subpoena events so case managers resume work.

For project managers: create plaintiff records on subpoena

Overview

Subpoena taskflows that don't create plaintiff records force case managers into manual entry and stall case progress. This workflow ensures plaintiff records are generated when subpoena tasks run, eliminating manual entry gaps and giving case managers accurate client linkage so cases keep moving.

Notable Features

  • Create plaintiff records on subpoena events
  • Link records directly to case projects
  • Alert case managers when records created

For project managers: create plaintiff records on subpoena