Law firm operations: create client matter when hired

Operations managers lose onboarding momentum when hired prospects aren't converted into matters. Automation creates client matters and kickoff tasks so attorneys and ops begin intake immediately.

Overview

Missed or inconsistent client records create compliance exposure and slow case starts. This workflow converts hired prospects into standardized client matters and kickoff tasks so attorneys and ops always have a ready intake record and zero missed onboarding steps.

Notable Features

Create or update client records
Open matters and assign attorney
Generate intake tasks and notifications