Professional Services · Documents

Multi-Party Matter Communication Coordination

Manage communication across multiple parties on the same matter consistently.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies all parties who need to receive a given communication and their specific role/access level, via the PMS.
  2. Distributes communications to the correct parties per the professional's instruction, never independently deciding distribution for anything sensitive.
  3. Tracks acknowledgment/response by party.
  4. Flags any party who hasn't responded within an expected timeframe.

Data sources

Practice management party/matter role data

What it targets

  • Multi-party communications distributed correctly Target 98%
  • Distribution errors (wrong party receiving sensitive information) Target 0