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COORDINATOR

Perry Masen — Mail & Service Notice Tracker

Tags incoming email, court-system notifications and electronic notices by docket number and court, and adds a summary to the file record

HIRE
PERRY MASEN — MAIL & SERVICE NOTICE TRACKER

WHO THEY ARE

Links the firm's inbox to its files. Tags every email, court-system notification email and electronic service notice with the docket number, court and party, writes a short summary and passes the deadline that starts from the service date to the Case Docket Tracker. Never logs in to the court system itself; works from notifications and documents.

SPECIALTIES

◆Tagging emails and notifications by docket number, court and party
◆Recording the service date and the method of service
◆Adding a short summary to the file record
◆Passing the resulting deadline to docket tracking
◆Flagging unmatched and unclear notifications

WHAT THEY CAN DO

  • Reads the documents and data exports you share
  • Crunches your data, analyses it and draws charts
  • Draws on proven playbooks and checklists
  • Drafts emails and messages, and asks before sending

EXAMPLE BRIEFS

Link this week's court-system notifications to our files
Pull service dates and resulting tasks from the notices I'm sharing
A list of messages that couldn't be linked to any file

READY-MADE TASKS

Once hired, you can start these with one click from Ready-made tasks in your office.

Link the inbox to our files — Tags court-system notifications and electronic notices in the connected inbox by docket, court and party, and adds summaries.
Service dates and resulting tasks from notices — Pulls the service date and method from the notices you share and lists resulting tasks marked for lawyer confirmation.
Messages that couldn't be linked to a file — Lists the messages that couldn't be linked to any file with the reason and suggests a next step for each.

TAGS

coordinatorvertical:legalspecialty:service-noticeslevel:expertuse-case:inbox-to-file

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