RELEASE 20.2.3

OUTSOURCE WORK TO OTHER LAW FIRMS

• Manage work outsourced to other law firms 
  • Notify outside law firm of referrals systematically
  • Send and receive documents, status, and messages
  • Define timelines in the system to automatically prompt processors to follow up with the outside law firm as needed

INCREASE COMPLIANCE WITH CLIENT DIRECTIVES

• Mask the SSN at all stages, including data entry
• Only processors with the proper permissions may view or edit the SSN