Send assignment notice to attorney for client messages
Send assignment notice to attorney for client messages
Your incoming client messages can go unassigned and lack context, delaying responses and case work. The workflow delivers the message link to the assigned attorney so they can act within minutes.
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Overview
Unassigned client messages slow down case response and billing; routing links to the right owner fixes that. This workflow delivers message links to the assigned attorney immediately so they can triage and reply within minutes.