Send periodic case status reminders to assigned counsel
Send periodic case status reminders to assigned counsel
Your open matters lack scheduled updates and leave case owners without client or court context. Get scheduled summary emails to assigned counsel so matters are triaged ahead of deadlines.
Overview
Open matters that don’t get scheduled attention create risk and administrative drag for partners and staff. Use this flow to deliver concise, timed status summaries to assigned counsel at six- and twelve-month checkpoints so managers triage and resolve stale matters ahead of deadlines.