Keep law firm attorneys prepared for case reviews

Operations coordinators miss notifying attorneys when case-review forms go unprocessed, leaving reviews underprepared. Workflow sends prep reminders and logs a matter note so attorneys arrive ready.

Overview

Missed prep and unclear matter notes slow case progress and risk missed deadlines. This workflow notifies the assigned attorney, logs review details in Clio, and issues a pre-review reminder so reviews happen with full context and matter records stay up to date.

Notable Features

Send initial prep notification
Send pre-review prep reminder
Create matter note with details