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Create client intake spreadsheets from emailed CSVs before next billing run

Create client intake spreadsheets from emailed CSVs before next billing run

Your CSV attachments arrive by email causing delayed client billing and missed trust-account reconciliations. Finance staff get validated client spreadsheets ready for review and invoicing before the next billing run.

Create client intake spreadsheets from emailed CSVs before next billing run

Create client intake spreadsheets from emailed CSVs before next billing run