Route matter step changes to task queues and reminders

When matter step changes aren't routed, your case teams miss follow-ups and file tasks pile up. Get tasks, reminders, and channel prompts created for the affected matter so work continues same day.

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Overview

Step changes in matters often create manual handoffs and missed actions; this workflow captures each change and turns it into tracked tasks, reminders, and channel prompts. Solicitors and practice managers get the right context and actionable items same day so deadlines and client service stay on track.