Keep business owners informed of new matters for triage

Business owners miss matter-opened notices in inboxes, causing triage delays. Post standardized alerts to the matter-opened channel so intake managers and attorneys prioritize triage.

Keep business owners informed of new matters for triage

Overview

Missed matter notifications create triage delays and assignment backlogs that put case timelines at risk. This workflow posts consistent matter-opened alerts to your internal channel so intake managers and attorneys prioritize triage immediately, eliminating manual hunting and enabling faster handoffs.

Notable Features

  • Post uniform matter-opened alerts
  • Notify intake managers and attorneys
  • Attach matter summary for quick triage

Keep business owners informed of new matters for triage