Never miss law firm handoffs for homeowner contracts

Operations coordinators lose contract handoffs, causing delayed legal intake and missing case details. Alerts send contract and contact info to the assigned law firm so staff avoid manual handoffs.

Overview

Missed handoffs between intake and legal create risk and delays for operations coordinators. This workflow routes each new homeowner contract to the assigned law firm, attaches case details and creates a follow-up task, eliminating manual handoffs and preventing lost case information.

Notable Features

Send contract details to assigned firm
Attach contract files and homeowner contact
Create follow-up task for staff