IT founders: Move new matters to document retrieval stage
IT founders: Move new matters to document retrieval stage
Marketing ops founders at small IT firms let new matters sit unstaged, causing project kickoffs and billing to stall. Auto-set matter stage and practice area so legal begins document collection.
Overview
Unstaged matters create manual handoffs that delay project kickoffs and billing for IT services firms. This workflow guarantees every new matter is placed in the document retrieval stage and assigned a practice area, so legal can begin collection immediately and manual staging errors disappear.
Notable Features
- Move new matters to document stage
- Assign practice area automatically
- Notify legal team of updates