Keep mailroom intake updated for solo law offices
Keep mailroom intake updated for solo law offices
Attorneys miss file changes in Pending Intake, causing overlooked items and delayed mailroom processing. Mailroom tasks show current status and a direct file link so counsel can process files promptly.
Overview
Missed intake updates create risk for solo attorneys—overlooked files can delay filings and frustrate clients. Keep mailroom tasks current with status and a direct file link so counsel starts processing immediately; practices report faster handoffs and fewer missed items.
Notable Features
- Update mailroom task status
- Attach direct file link
- Notify mailroom and attorney