Keep project managers on top of lien follow-ups

Project managers handling lien matters miss follow-ups and billing, risking missed filings. It creates tasks, time/expense entries, calendar reminders, and updates matter stage so filings aren't missed.

Overview

Project managers lose case momentum and risk missed filings when lien releases rely on manual handoffs. This workflow ensures follow-up tasks, billing entries, calendar reminders, and matter-stage updates happen right after a lien task completes, eliminating handoffs and preventing missed filings. Teams report faster handoffs and zero missed follow-ups.

Notable Features

Create follow-up tasks automatically
Log time and expense entries
Update matter stage and notes