Calculate client age and update matter record field

Your new matter records often lack client birthdates, leaving age fields blank and delaying compliance and billing readiness. Adds computed age to the matter so staff have complete records same day.

Overview

When client birthdates are missing from matter files, intake, compliance, and billing slow down while staff chase details. This flow computes age and writes it to the matter so practice managers and billing staff see complete records same day, reducing follow-ups and accelerating processing.