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Notify practice team when a matter moves steps

Notify practice team when a matter moves steps

Your matter step changes go unnoticed, leaving case managers without context for next tasks. Channel alerts surface the new step so your team can triage and act same day.

Notify practice team when a matter moves steps

Overview

Stop partners and case managers from missing critical step changes by surfacing them in team channels within minutes. This delivers the new step name and case link so your team can triage and act before the next workday.

Notify practice team when a matter moves steps