Keep legal operations ready when mediation appointments are scheduled

Legal operations coordinators miss intake steps when mediation events only live in calendars, risking late documents. Create matter tasks so intake and ownership start before sessions.

Overview

Mediation prep gets missed when appointments live only in calendars, putting documents and ownership at risk. Convert each scheduled mediation into a matter task with clear ownership and intake steps so legal operations begin preparing before sessions. Operations leaders report faster handoffs and fewer missed items.

Notable Features

Create matter tasks from calendar
Assign ownership based on rules
Notify staff with event details