An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
This might be available with Neos Pro Workflow automation but not as people using it would want. Like the to field should have staff roles as an option to email.
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This might be available with Neos Pro Workflow automation but not as people using it would want. Like the to field should have staff roles as an option to email.
Attachments Open full size
This is available with Neos Pro Workflow automation
Attachments Open full size