Streamline OTR task assignment for business owners and case teams
Streamline OTR task assignment for business owners and case teams
Business owners marking matters OTR leave legal operations without onboarding, causing missed case steps. Assign the OTR task list when a matter is flagged so case teams start without manual setup.
Overview
Missed OTR setup creates onboarding gaps and stalls case progress for legal operations. This workflow applies a standardized OTR task list and alerts the right people so case teams begin work without manual setup and handoffs.
Notable Features
- Assign OTR task list on flag
- Attach standardized onboarding checklist to matter
- Alert legal operations and case teams