# Matter Reassignment Communication — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Matter Reassignment Communication

Communicate a change in the assigned professional smoothly.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Notifies affected clients of the reassignment with context about the new professional's relevant experience, pulled from the PMS assignment records.

Offers an introductory call with the new assigned professional.

Confirms understanding and addresses any continuity concern .

Updates future scheduling/communication to route to the new assigned professional , written to the PMS.

## Data sources

Practice management matter assignment records

## What it targets

Affected clients notified before the transition takes effect Target 100%