Project managers: create follow-up tasks when tasks complete

Project managers miss post-completion steps, causing missed filings and unbilled work. It assigns follow-ups, logs time and expenses, and updates matter stages so project managers keep cases moving.

Overview

Missed post-completion steps stall case momentum and leave work unbilled. This workflow assigns follow-ups, logs time and expenses, and updates matter stages so project managers maintain case momentum and reduce manual handoffs.

Notable Features

Create follow-up tasks immediately
Log time and expenses
Set due dates and reminders