Keep litigation paralegals' referrals flowing to downstream workflows

Litigation paralegals lose referral handoffs when intake status changes, causing rework. Routing referrals to downstream processors and partner systems keeps records accurate for reliable handoffs.

Overview

Missed referral handoffs cause rework and stall case progress for litigation paralegals. This workflow routes intake transactions to downstream processors and partner systems, eliminating manual copying and keeping referral records accurate so cases move forward without delay.

Notable Features

Post referrals to partner systems
Create referral records in case management
Notify paralegals of forwarded referrals