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Create client and new matter entries for billing

Create client and new matter entries for billing

New client deals often arrive without time-tracking client or project records, stalling intake. Get client and matter records created automatically so your team can log time same day.

Create client and new matter entries for billing

Overview

Manual setup of clients and matters slows intake and causes missed time capture that delays billing. This flow creates client and matter records automatically so intake coordinators and billing staff can start timekeeping and invoicing the same day.

Create client and new matter entries for billing