Notify responsible staff about tagged matter file notes
Notify responsible staff about tagged matter file notes
Your matter file notes with tagged mentions sit unread and leave fee earners without context for urgent client actions. It delivers context-rich alerts to the right staff so they can act same day.
Overview
Tagged file notes often leave fee earners scrambling for context and slow down client responses. This flow routes those notes with matter context directly to the right staff, so issues get addressed within minutes and client work keeps moving same day.