Solo attorneys: capture timestamped case phase changes for compliance

Attorneys miss phase change timestamps, causing compliance gaps and stalled case actions. It stamps phase date fields on change, ensuring auditable timelines so counsel can act faster.

Overview

Missed phase timestamps create compliance exposure and slow down case progress for small law firms. This workflow captures and writes dated phase entries to each matter as phases change, creating auditable timelines and reducing manual follow-ups so counsel can focus on case work. Firms report clearer case histories and faster handoffs when similar automations are in place.

Notable Features

Populate phase date fields
Create auditable phase history
Notify counsel of phase updates