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Create case review task from new client payments

Create case review task from new client payments

Your payment posts without a case task, so billing staff and attorneys miss timely triage. It creates a case review task and notifies owners so payments are triaged same day.

Create case review task from new client payments

Overview

Payments that land untracked create manual busywork and risk missed filings; this flow makes every payment actionable. It generates a case review task and notifies owners so billing and attorneys can triage receipts and prepare filings the same day.

Create case review task from new client payments