Legal operations: create intake tasks when matters convert

Intake coordinators miss converted matter updates, causing ACR requests and case intake steps to be overlooked. Create standardized tasks and notify intake and fulfillment staff so case intake starts within minutes.

Overview

Legal operations risk missed intake steps and delayed ACR requests when converted matters don't spawn work cards. This workflow guarantees a standardized task lands on your project board and notifies intake and fulfillment staff, eliminating overlooked steps and enabling faster handoffs. Customers report clearer accountability, zero missed follow-ups, and smoother case intake.

Notable Features

Create standardized intake work cards
Notify intake and fulfillment staff
Prevent overlooked ACR requests