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Create disbursement for admin fee when new client matter is initiated in Actionstep

Create a disbursement in Actionstep when a new matter is initiated, ensuring compliance and efficient financial tracking. Retrieve custom field values to maintain accurate records and enhance your administrative processes.

Create disbursement for admin fee when new client matter is initiated in Actionstep

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Create a disbursement in Actionstep when a new matter is initiated, ensuring compliance and efficient financial tracking. Retrieve custom field values to maintain accurate records and enhance your administrative processes.

Create disbursement for admin fee when new client matter is initiated in Actionstep