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Documentation Index

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A roadblock is a task with the isRoadblock flag set. It’s the same task model — just escalated visibility. Use roadblocks when something is genuinely stalling case progress and you want it on a partner’s radar, not just your own to-do list. [Screenshot: Dashboard showing the amber Roadblocks card with three flagged items]

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When to flag a roadblock

Use the roadblock flag for items that:
  • Block stage progression on a case (“can’t move to Demand without bills from Dr. Smith”)
  • Have a real deadline pressure (statute of limitations, court order, settlement window)
  • Need attorney intervention because paralegal-level escalation isn’t moving the needle
  • Have already been worked once and didn’t resolve — this is your second-pass escalation channel
Don’t flag every task as a roadblock. The signal-to-noise ratio matters; if the dashboard card is always full, attorneys will tune it out.

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How to flag

When creating or editing a task, toggle the Roadblock switch. You’ll see a brief confirmation that emphasizes the escalation effect — by design, so you don’t toggle this casually. You can also flag from the Tasks list: hover the task row, click the menu, choose Flag as Roadblock.

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What happens when you flag

Three things fire:
  1. Amber dashboard card. The task appears in the Roadblocks card on every dashboard for users on this case (assigned attorney, supervising partner, firm admin). The card is amber-colored — visually distinct from the rest of the dashboard.
  2. Attorney email alert. The assigned attorney on the linked journey gets an email within 60 seconds, with the task title, journey context, and a deep link.
  3. Activity log entry. The journey activity feed records the roadblock flag with timestamp and user, so the history is auditable.
If the task is floating (no journey), only the dashboard card surfaces — no journey activity entry, no attorney email (there’s no attorney to notify).

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Resolving a roadblock

Two ways:
  1. Complete the task. Marking the task complete clears the roadblock automatically and posts a resolution entry to the activity feed.
  2. Unflag it. If the task isn’t done but is no longer blocking, toggle the Roadblock switch off. The task stays open; only the escalation visibility goes away.

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Reading the dashboard card

The card surfaces:
  • Number of open roadblocks for cases on your plate
  • Top three by age (oldest first — old roadblocks need attention)
  • Click-through to the full filtered Tasks view of all your roadblocks
The COO Engine also factors open roadblocks into its priority case scoring.
Tasks generally: Tasks Overview.