Keep timeshare matters on schedule for back office managers

Back office managers opening timeshare matters miss client updates, risking stalled case milestones. Create templated task series with due dates and reminders so staff keep client updates on schedule.

Overview

Manual onboarding for timeshare matters leads to missed updates and stalled milestones, risking client dissatisfaction. This workflow ensures every new matter spawns a predefined task series with owners and reminders, turning intake into predictable handoffs and zero missed follow-ups. Firms report faster response times and clearer case ownership.

Notable Features

Create task series on matter open
Assign tasks to paralegals and attorneys
Set dynamic due dates and reminders