Notify intake and responsible attorneys about new matter

Your new matter records often go unreviewed, delaying conflict checks and intake tasks for your firm. You get concise matter summaries to intake and responsible counsel so they can act same day.

Overview

New matters need immediate visibility so conflict checks and intake don't stall; missed checks create downstream billing and compliance work. This flow delivers formatted matter summaries to intake coordinators and responsible counsel, enabling same-day review and faster client onboarding.