Send discharge emails and create follow-up tasks for matters
Send discharge emails and create follow-up tasks for matters
Your discharge emails can go untriaged, leaving matters active and case managers unsure of next steps. You get client notices and follow-up tasks so actions occur the same day.
Overview
When discharge notices arrive, your case team shouldn't scramble to update matters or miss billing triggers. This flow sends the client a timely discharge email, creates an internal follow-up task, and updates the matter so case managers complete next steps the same day.