Keep matter files complete with property form attachments

Case managers lose property details when intake forms aren't attached, leaving matter files incomplete. It appends each submission to the correct matter so case managers can review promptly.

Overview

Missed property details create incomplete matter files and slow intake review, putting case timelines at risk. This workflow links each property form to its matching matter, eliminating missed submissions so case managers can begin review promptly.

Notable Features

Attach property submissions to matters
Find matters by case reference
Alert case managers on attachment