For small law firms: Request decision documents immediately

Intake staff at law firms miss decision documents when case records update, stalling review. It sends templated requests after qualifying updates so intake gets documents and cases enter review.

Overview

Missed decision documents stall case review and risk missed filing deadlines for law firms. This workflow routes templated document requests after qualifying case updates so intake collects required paperwork faster and reduces manual follow-ups. You get consistent intake records and clear request logs to keep cases moving toward review.

Notable Features

Send templated document requests
Trigger on qualifying case updates
Track sent requests and responses