Send paralegal assignment email to client and team

Paralegal-assigned cases leave clients unaware and documents missing, delaying intake. It sends an assignment email to client and staff so steps and document requests are confirmed same day.

Overview

When a case moves to a paralegal, clients need clear next steps—missed documents and unanswered questions slow filings and create extra work. This workflow sends the assignment email to the client and key staff automatically, ensuring next steps and document requests are confirmed same day.