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Managing attorney: daily reset case-management workflows before each workday

Managing attorneys find intake and settlement workflows stalled, causing missed steps and billing errors. A scheduled daily reset toggles those workflows each morning so cases process cleanly before the workday.

Managing attorney: daily reset case-management workflows before each workday

Overview

Stalled intake and settlement workflows create billing errors and morning firefights that fall on a managing attorney. This daily scheduled reset clears stale states and ensures intake and settlement processing starts cleanly each morning, reducing manual fixes and giving you an auditable recovery log. Add notifications and logging so you’re alerted only when human attention is required.

Notable Features

  • Reset case-management workflow folder daily
  • Toggle workflows off then on
  • Notify managing attorney on failure

Managing attorney: daily reset case-management workflows before each workday