Calculate client payoff totals and send verification email
Calculate client payoff totals and send verification email
Your payoff requests sit in the parser inbox while staff manually search case finance sheets, extending review time and risking incorrect totals. Receive a single verified payoff summary for review before settlement the same day.
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Overview
For a small personal-injury practice, settling on the wrong payoff number creates lost time and potential client exposure. This flow turns a parsed payoff request into a verified total and emails it to the requester, letting you confirm figures with counsel the same day.