Record a government letter and create tasks

1. 01

   Step 1: Upload the letter to the matter

   Mark it as a government letter.

2. 02

   Step 2: Record the dates

   The letter date, the date you received it, and the deadline it gives.

3. 03

   Step 3: Link the source

   The deadline points back to the exact letter, so anyone can check it.

4. 04

   Step 4: Create tasks

   For the client, your team, or both. Client tasks appear in their portal with the due date.

Written from the Casevoya product specification (OPS-02, GOV-04). Screens and wording may change before launch.