Stop missed matter openings for service firm owners

Professional services owners miss intake forms, causing matter openings and client onboarding to stall. Assign a matter-opening task so intake begins promptly.

Overview

Missed matter openings and stalled onboarding damage client trust and slow your firm down. This workflow turns every file opening request into an assigned task and places the contact into your intake sequence, eliminating manual handoffs. The result is prompt intake starts and no more missed follow-ups.

Notable Features

Create matter-opening tasks automatically
Assign tasks to operations assistant
Add contacts to intake sequence