Keep personal injury matter assignments accurate for solicitors and ops

Solicitors miss acting lawyer changes in the PI master record, causing coordination gaps and billing errors. That keeps assignments current so solicitors and ops coordinate and bill correctly.

Overview

Missed acting lawyer assignments create coordination breakdowns and billing mistakes that put client outcomes and fee capture at risk. This workflow keeps the PI master record current so solicitors, operations, and billing always see the assigned lawyer — eliminating stale records and enabling faster handoffs. Teams report fewer manual fixes and cleaner assignment records.

Notable Features

Update master PI record automatically
Map acting lawyer to matter fields
Notify ops and billing on changes