Keep business owners notified when new legal matters open
Keep business owners notified when new legal matters open
Business owners miss new matters in inboxes, letting intake coordinators lose case IDs and stall intake. Alerts push matter IDs to intake and ops so coordinators start intake and prevent missed cases.
Overview
Missed matter alerts create intake delays and compliance risk for business owners. This workflow pushes matter IDs and details to legal intake and ops, transforming handoffs so coordinators begin intake sooner and missed cases are prevented.
Notable Features
- Send matter IDs to intake
- Notify legal intake and ops
- Create intake tasks from matters