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.

Record phase transition dates to case admin form

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.

Record phase transition dates to case admin form