Law firm case managers: route intake forms and confirm retainers

Business owners at law firms see intake forms buried, causing delayed case routing and missed retainer starts. Intake summaries email case managers with retainer links so cases are routed.

Overview

Missed intake emails stall case routing and delay retainer starts, putting case momentum at risk. This workflow delivers formatted intake summaries and retainer links directly to case managers, eliminating missed follow-ups and ensuring cases are routed and actioned promptly.

Notable Features

Notify case managers by email
Attach retainer links to alerts
Create centralized intake record