Attach case file reference to new labor claim records
Attach case file reference to new labor claim records
New labor claim records without a case file make intake slow and require manual lookups. It ensures each record receives a case-file reference so staff can triage and invoice the same day.
Overview
When new labor claim rows arrive without linked case context, intake and invoicing consume hours in manual lookups. This flow attaches the case-file reference to each record so your intake coordinators and billing staff can triage and invoice clients the same day.