Immigration lawyer: trigger close alerts for post-close tasks

Immigration lawyers overseeing closed matters miss post-close steps, risking filing deadlines and client status errors. Close-status alerts notify ops and accounting so staff can start review promptly.

Overview

Closed matters that aren't reviewed create missed filings and unhappy clients for small immigration firms. This workflow routes close-status alerts to ops and accounting and creates post-close tasks so founder and staff review files promptly, leading to faster handoffs, fewer missed follow-ups, and clearer audit trails.

Notable Features

Send close-status alerts to ops
Route exceptions to accounting and founder
Create review checklist for closed files