Skip to content
Log inSign up
Templates
Create case notes from new cost request rows

Create case notes from new cost request rows

You receive cost-request rows in a spreadsheet that don't reach matters, leaving billing without context or audit trail. The workflow logs notes to matters so teams act on costs same day.

Create case notes from new cost request rows

Overview

Stop letting cost-request rows sit unlogged in a spreadsheet; that gap leaves billing and attorneys blind to request context. This creates matter-linked case notes automatically so requests are auditable and actionable within minutes, reducing missed disbursements ahead of billing runs.

Create case notes from new cost request rows