Legal support ops: mark defendants served on upload
Legal support ops: mark defendants served on upload
Support ops miss service flags when documents publish, risking missed follow-ups and court deadlines. It flips the matter field on service docs so case managers begin required follow-up promptly.
Overview
Missed service updates create real legal risk by delaying follow-ups and jeopardizing deadlines. This workflow sets the 'all defendants served' field and kicks off follow-up tasks and alerts, eliminating missed follow-ups and creating an auditable service trail.
Notable Features
- Set 'all defendants served' flag
- Notify case managers of updates
- Create follow-up task for matter