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Create AML administrative fee when a new matter is opened

Create AML administrative fee when a new matter is opened

You open new client matters without the AML fee, causing missed charges and delayed invoicing. Add the AML disbursement automatically so billing completes before the next run.

Create AML administrative fee when a new matter is opened

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Overview

Missing AML fee lines create billing rework and slow collections. This flow auto-posts the required AML disbursement at matter creation so billing coordinators have correct billable lines and can invoice accurately before the next billing run.

Create AML administrative fee when a new matter is opened