Legal IT: ensure attorneys get contextual matter tasks
Legal IT: ensure attorneys get contextual matter tasks
IT directors risk attorneys missing work when criminal tasking stays only in an internal tracking table. This workflow creates matter tasks and notes so attorneys receive contextual assignments.
Overview
Casework gaps cause attorneys to miss assignments and risk client outcomes. This workflow turns new criminal tasking records into matter tasks and notes so attorneys and case managers receive contextual assignments, reducing missed work and accelerating handoffs.
Notable Features
- Create matter tasks from records
- Attach case notes to matters
- Notify assignees with context