Law firm intake: create prioritized tasks and deadlines

Intake coordinators miss key dates when forms go untriaged, risking statute expirations. It creates prioritized tasks and calendar deadlines so intake teams start work quickly and prevent missed dates.

Overview

Law firms risk case dismissal and lost client trust when intakes sit unprocessed. This workflow turns every intake into prioritized tasks and deadline events, eliminating missed deadlines and creating clear handoffs. Intake teams report faster handoffs and zero missed follow-ups.

Notable Features

Create prioritized case tasks
Add calendar deadlines per intake
Notify intake coordinators with reminders