Project managers: flag open declined matters for closure
Project managers: flag open declined matters for closure
Project managers miss open declined matters when a case flips to Decline, leaving files unclosed. Automated alerts tell intake and case managers to review and close files promptly.
Overview
Project managers face audit risk and administrative backlog when declined matters remain open. This workflow flags open declined matters to intake and case managers and creates follow-up tasks so files are reviewed and closed promptly. Teams report fewer unclosed files and smoother handoffs.
Notable Features
- Notify intake and case managers
- Delay to allow manual closure
- Check matter status before alert