Patent attorneys: create ready matter workspace after payment
Patent attorneys: create ready matter workspace after payment
Patent attorneys miss onboarding when paid patentability searches don't become matters, risking delayed case starts. Creates a project folder and pushes intake so work starts without manual setup.
Overview
Small patent practices risk delayed matters when paid searches don't become ready workspaces. This workflow turns payment events into standardized project folders and intake records, removing manual setup and enabling attorneys to begin case work without handoffs. Teams report faster handoffs and zero missed onboarding steps.
Notable Features
- Create matter folders from payments
- Populate intake fields into workspace
- Notify operations and assigned attorney