A daily priority email for every case owner
Each weekday morning, at the hour your firm picks, each person gets their own email. It lists:
- their cases that need attention, and why;
- their deadlines coming up in the next two weeks, plus anything overdue;
- for admins, any cases that don’t have an owner yet.
Each item links straight to the case, so the first thing your team does each day is the right thing.
A clear owner for every case
Every matter has an owner, shown on the case and changeable in a click. New cases get your firm’s default owner automatically, and a list of unowned cases makes sure nothing falls between people. When work changes hands, the new owner’s daily email picks it up.
Priorities surface on their own
Nobody has to flag a case. Lumbre applies clear rules to the case record, such as an overdue deadline, an approaching statute-of-limitations date, or a case that’s gone quiet, and shows the cases that need attention on the dashboard and in each owner’s email. New documents and email play into this too: when incoming documentsbring new suggestions, the case shows they’re waiting for review.
Built for small teams
For a firm with a handful of paralegals, the daily email replaces the morning hunt through every case. Everyone knows what’s theirs, and admins can see what isn’t anyone’s yet.
Frequently asked questions
- When does the daily email arrive?
- Each weekday morning, at the hour your firm chooses in Settings. Your firm can turn the daily updates on or off, and each person can opt out of their own.
- What decides which cases need attention?
- Clear rules over the case record, not guesswork: an overdue deadline, a statute-of-limitations date coming up, a case with no recent activity, an intake lead that hasn't been converted, or new suggestions waiting for review. You can see why each case is flagged.
- Is this the same as texting clients?
- No. The daily priority email goes to your team. Client communication is covered separately.
- What if a case has no owner?
- Admins see unowned cases in their daily email, and there's a list of every unowned case, so nothing sits without someone responsible for it.
For keeping clients informed, see client communication, or browse all Lumbre features.