Solicitor IT: Create settlement follow-ups from forms

Solicitors managing settlement forms miss follow-ups and institution notices, risking missed deadlines. Route submissions into reminders so handlers get scheduled follow-ups and alerts.

Overview

Missed post-settlement follow-ups expose solicitors to deadline risk and unhappy clients. This workflow turns settlement form submissions into scheduled reminders and institution notices, removing manual setup from case handlers. Expect faster post-settlement handoffs and far fewer missed follow-ups.

Notable Features

Create post-settlement follow-up reminders
Notify institutions and stakeholders
Route submissions to reminders workflow