Keep business owners alerted to matter review dates

Business owners miss open matters, leading to stalled cases and unhappy clients. Send scheduled six-month and one-year status emails to attorneys and practice staff to ensure reviews before deadlines.

Overview

Open matters get overlooked and client outcomes suffer when reviews slip. This workflow schedules six-month and one-year status emails to the responsible attorney and practice staff, turning passive matters into active reviews and ensuring cases are checked before deadlines. Leadership gains clearer audit trails and fewer overlooked matters.

Notable Features

Send timed status reminders
Notify attorney and practice staff
Skip closed matters automatically