Catch legal mail and act within 24 hours
Summons, judgments, and lawsuits trigger a 24-hour SLA, alert the legal lead by SMS and email, attach to the docket, and freeze any pending settlements until reviewed.
Trigger: A document is classified as a summons, judgment, or lawsuit.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Legal mail classifiedTrigger
Fires when AI flags inbound legal mail.
- 2Create 24h SLA taskAction
Opens a high-priority, time-boxed task.
- 3Freeze pending settlementsAction
Holds disbursements until legal review.
- 4Email legal leadMessage
Alerts the attorney on record.
- 5SMS legal leadMessage
Sends a parallel text for urgency.
What it does for your team
No summons sits unseen — a 24-hour clock starts automatically
Settlements freeze before money moves on a contested account
Your legal lead is paged on two channels at once
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
Related Compliance & Legal templates
FDCPA 5-Day Validation Notice
Never miss the §809(a) written validation deadline.
FDCPA Validation Period Tracker
Watch every 30-day window and act the moment it lapses.
FDCPA Dispute Handling
Cease, verify, and respond the instant a dispute lands.
Questions about this template
Summons, judgments, and lawsuits trigger a 24-hour SLA, alert the legal lead by SMS and email, attach to the docket, and freeze any pending settlements until reviewed.
Run “Court Summons / Legal Mail Priority” on your business
Sign up for access and we’ll install this template, tailored to your workflow and compliance requirements.