Update matter with responsible lawyer from intake form
Update matter with responsible lawyer from intake form
When intake forms arrive without an assigned lawyer, matter triage stalls and client follow‑up is delayed. Assign the responsible lawyer automatically so case setup and first contact happen same day.
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Overview
Unassigned matters create triage drift and slow client onboarding for small legal practices. This flow ensures the responsible lawyer is set on the matter automatically so case setup and first contact happen same day, keeping intake moving and reducing follow-up delays.