Keep intake tasks consistent for operations business owners

Business owners risk missed intake when referral-sourced matters skip steps, delaying case setup. Standard task lists assign by referral source so legal ops begin intake reliably.

Overview

Missed intake steps stall case setup and expose operations to client dissatisfaction and process gaps. This workflow ensures matters from designated referral sources receive the correct task list so legal ops start intake reliably, turning ad hoc handoffs into repeatable, auditable processes.

Notable Features

Assign standardized intake tasks
Trigger on referral source flag
Notify legal ops of assignments