Legal services: keep DA follow-ups on the same day

Transaction coordinators at legal services firms miss confirmations when Complete DA Request tasks close, risking delayed closings and compliance gaps. This workflow ensures follow-up tasks are created so follow-up happens the same day.

Overview

Transaction coordinators risk delayed closings and compliance gaps when DA completions aren't followed with next steps. This workflow removes that risk by creating Confirm DA Receipt and Send DA/Escrow Letter tasks automatically, ensuring follow-ups happen the same day. Operations leaders get consistent handoffs and clearer audit trails across matters.

Notable Features

Create confirm DA receipt task
Create send DA escrow letter task
Assign follow-ups to original assignee