Keep divorce coordinators on track with document reminders

Divorce coordinators miss documentation deadlines when cases enter document preparation. It creates a dated task assigned to the coordinator so documents are ready before critical milestones.

Overview

Missed documentation deadlines delay closings and frustrate clients; divorce coordinators need reliable reminders to keep matters moving. This workflow creates dated tasks and direct notifications when cases enter document preparation, giving coordinators clear deadlines and resulting in fewer missed document handoffs.

Notable Features

Create dated tasks on stage change
Assign tasks to divorce coordinator
Notify coordinator and add reminders