Create billable time entries from new matter actions
Create billable time entries from new matter actions
Your matter action records often lack fee and description details, causing missing time entries and delayed invoices. Get accurate time entries so invoices and reconciliations are ready same day.
Workflow preview:
Zap details:
Overview
When matter actions lack structured fee data, billing gets delayed and invoices require manual cleanup. This workflow turns each qualifying matter action into a standardized time entry so billing staff have ready-to-invoice records within minutes, improving turnaround and reconciliation.