Create and print closing index cards for matters
Create and print closing index cards for matters
Your closing entries often lack printed index cards, causing staff to scramble at settlement. Get printed index cards and update the record so staff have handouts and an audit trail before settlement.
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Overview
When closing records arrive without printed index cards, settlement prep slows and staff scramble at the desk. This flow turns incoming transaction notices into templated PDFs and printed cards while updating your master sheet, so staff have handouts and an audit trail before settlement day.