Legal intake alerts that ensure consistent case setup

Legal professionals miss matter setup when CRM contacts go unassigned, risking delayed filings. It alerts assigned legal staff with clear intake steps so matters are set up consistently.

Overview

Small law firms expose themselves to filing risk when matters aren't set up promptly. This workflow routes new CRM contacts into your matter system and notifies assigned legal staff with clear intake steps, eliminating handoffs and ensuring intake begins quickly. Expect faster response times and zero missed initial intake steps.

Notable Features

Notify designated legal staff instantly
Attach step-by-step intake checklist
Create matter record from contact