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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.

Legal support ops: mark defendants served on upload

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

Legal support ops: mark defendants served on upload