Send mediation confirmation and create intake task same day
Send mediation confirmation and create intake task same day
Your mediation bookings arrive without intake context, leaving you unable to open matters or prep counsel. Get client confirmations and matter-creation tasks so cases are ready same day.
Overview
When mediation bookings come in, intake and matter setup often fall behind and sessions lack necessary prep. This flow sends the client a clear confirmation and creates an intake task so your intake staff can open matters and prepare files the same day.