Presidents at small law firms: Never miss contract onboarding tasks
Presidents at small law firms: Never miss contract onboarding tasks
Presidents at small law firms miss 'CONTRACT PROCESSING' emails, letting onboarding tasks slip and risking delayed closings. This workflow creates a top-priority task so coordinators act quickly.
Overview
Small law firm presidents risk stalled closings when contract onboarding slips after contract emails are missed. This workflow turns every 'CONTRACT PROCESSING' email into a top-priority task assigned to a coordinator with a due date from the email, preventing missed follow-ups and ensuring faster handoffs. Staff report clearer responsibilities and fewer overlooked onboarding items.
Notable Features
- Create highest-priority onboarding tasks
- Assign coordinator and due date
- Notify coordinator with email link