Law partners: keep matter records aligned for intake and assignment

Partners juggling matter intake see inconsistent case info, causing assignment errors and intake delays that risk deadlines. Mirrored matter fields keep operations aligned so partners assign promptly.

Overview

Inconsistent matter details between the case system and operations create intake bottlenecks, assignment confusion, and billing risk. This workflow mirrors key matter fields into your operations database, eliminating manual copy-paste and enabling partners to assign work promptly. Firms report faster handoffs and noticeably fewer data mismatches across systems.

Notable Features

Create matter records in operations
Match existing matters by case number
Notify intake coordinators on new matters