Senior attorneys: create matter records from web intake instantly
Senior attorneys: create matter records from web intake instantly
Senior attorneys and intake coordinators miss web enquiries, causing intake backlogs and delayed case triage. Create matter records from each form so intake prioritizes and assigns cases without delay.
Overview
Missed web enquiries create intake backlogs that delay case triage and risk client outcomes. This workflow turns every form submission into a fully populated matter record and routes it to intake coordinators or senior attorneys, eliminating missed follow-ups and ensuring cases are prioritized. Deliver consistent intake handoffs and maintain a clear audit trail for every new matter.
Notable Features
- Create matter records from forms
- Attach submission details to matters
- Notify intake and attorneys instantly