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Create approval tasks when matters move to Close

Create approval tasks when matters move to Close

Your matters moved to Close often arrive without an assigned approval action, delaying finalisation and client updates. This creates reviewer tasks and emails so sign-off happens the same day.

Create approval tasks when matters move to Close

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Overview

When matters hit Close, approvals can stall and finalisation slips. This flow creates a reviewer task and emails the assigned approver so sign-off completes the same day, reducing client-facing delays.

Create approval tasks when matters move to Close