PI lawyers mark notice letters when cases archived

Personal injury lawyers archive cases and risk missing termination letters for liability, UM/UIM and med-pay. It flags insurance entries as display-ready so attorneys access letters fast.

Overview

Personal injury cases risk missed follow-ups when termination letters remain hidden after archiving, creating filing and client-service gaps. This workflow marks liability, UM/UIM, and med-pay entries display-ready on archive so attorneys and staff retrieve notice-of-termination letters quickly, removing manual checks and preventing missed steps.

Notable Features

Flag insurance entries on archive
Mark notice entries ready to display
Alert attorneys and case staff