Record phase transition dates to case admin form
Record phase transition dates to case admin form
Your case phase changes often lack timestamps, leaving paralegals without clear milestone dates. Add phase-specific dates to the case admin so teams see updated timelines same day.
Overview
Unstamped phase moves make milestone tracking and billing hard to trust; this workflow writes phase dates directly into each case record so your operations team and paralegals always see a reliable timeline. That visibility lets teams prepare filings and invoices the same day a phase changes.