Send new matter role assignment email to assignees

Your matter participant additions go unnoticed, leaving assigned attorneys unaware of new roles and delaying case work. Recipients get email alerts so they can respond within minutes.

Overview

When a participant is added to a matter, assigned staff can miss the update and intake stalls; this workflow sends a concise role-and-matter email to the assignee with a direct link. That ensures the right person sees the assignment and begins work within minutes.