Update case summary when project phase changes for matters
Update case summary when project phase changes for matters
When matter phase changes aren't recorded in your case summary, your teams lose timing and context for next steps. You get date-stamped phase entries for same-day handoffs.
Overview
Unrecorded phase changes fragment case workflows and slow triage. This workflow captures phase changes and writes date-stamped entries into the case summary so case managers and paralegals always have the context they need for same-day handoffs.