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Office administrators: assign correct paralegal to new matters

Office administrators: assign correct paralegal to new matters

Office administrators creating new matters leave ownership blank, causing intake delays and routing confusion. It assigns the correct paralegal so practice teams begin routing work immediately.

Office administrators: assign correct paralegal to new matters

Overview

Unassigned matters stall intake and delay billable work for law firms. This workflow enforces matter ownership by assigning the matter-specific paralegal so office administrators and practice teams eliminate manual owner hunts and keep handoffs moving.

Notable Features

  • Assign paralegal by matter type
  • Mark matter owner on creation
  • Notify office admins and practice teams

Office administrators: assign correct paralegal to new matters