Keep business owners on top of new matters

Business owners opening new matters risk stalled cases when follow-ups fall through. Schedule a follow-up task eight days after intake so case managers get a reminder and matters keep progressing.

Overview

Missed follow-ups stall matters and risk missed deadlines and unhappy clients. This workflow schedules follow-up tasks after intake so case managers receive clear reminders and matters keep progressing, reducing manual handoffs and missed deadlines.

Notable Features

Create follow-up tasks after intake
Assign reminders to case managers
Set configurable due dates