Law firm co-owners: keep kickoff dates aligned across systems

Small law firm co-owners rely on a master sheet for kickoff dates, causing handoff mistakes and delayed matter starts. This writes dates into client records so handoffs happen before meetings.

Overview

Manual kickoff date updates lead to missed client handoffs and delayed matter starts for law firms. This workflow keeps your master sheet and client records aligned so onboarding and operations coordinate reliably, eliminating manual updates and reducing handoff errors.

Notable Features

Write kickoff dates to customer profiles
Alert operations when dates change
Prevent missed onboarding handoffs