Solicitors convert 'Our ref:' emails into matter tasks
Solicitors convert 'Our ref:' emails into matter tasks
Solicitors miss brief prep when 'Our ref:' emails go untriaged, causing delayed filings. It extracts matter IDs, creates linked tasks and alerts case admins and solicitors so prep starts quickly.
Overview
Missed 'Our ref:' emails create filing and brief-prep risk for small law firms. This workflow turns those emails into matter-linked tasks and notifies solicitors and case administrators so assignments reach the right people and prep begins quickly. It also creates an auditable trail on the matter record to reduce brief-related oversights.
Notable Features
- Parse matter IDs from subject
- Create matter-linked tasks for solicitors
- Notify case admins via Slack