Keep attorneys on top of matter deadlines with task cards

Legal ops coordinators miss filings and court deadlines when matter updates hide incoming mail and due dates. Create deadline task cards for the assigned attorney and ops so items get actioned.

Overview

Buried mail and missed matter updates put cases and compliance at risk. This workflow turns matter changes into deadline task cards assigned to the attorney and legal ops, ensuring deadline items are visible and actioned. Teams report faster handoffs and fewer missed follow-ups.

Notable Features

Create task card on matter update
Attach due date and notes
Assign tasks to the right attorney