Legal back office: schedule client milestones and reminders
Legal back office: schedule client milestones and reminders
Back office managers opening matters miss client update checkpoints and handoffs, risking deadlines and client trust. Schedule paralegal tasks and client reminders so milestones are always tracked.
Overview
Missed client updates erode trust and expose legal deadlines to risk. This workflow sequences paralegal tasks and schedules client reminders so back office managers keep long-case milestones visible and avoid missed updates.
Notable Features
- Create sequenced paralegal tasks
- Send client update reminders
- Alert back office on exceptions