Post new client biosheet link to staff channel

You receive untracked client biosheets that leave paralegals unsure who owns intake tasks and delay case preparation. Get assignment links posted to your staff channel so work starts same day.

Overview

Stop paralegals waiting on emailed links and manual handoffs; this flow posts compact biosheet links directly into your staff channel so assigned staff have context instantly. That reduces manual follow-ups and gets intake work started the same day.