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Create client matter and assign post-payment task list

Create client matter and assign post-payment task list

Your paid deals don't create client matters, causing fragmented billing and delayed post-payment work. The flow creates a matter and assigns the post-payment task list so work begins same day.

Create client matter and assign post-payment task list

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Overview

When deals move to Paid, manual handoffs can leave matters uncreated and slow billing and follow-up. This flow automatically creates the client matter and assigns a prebuilt post-payment task list so practice managers and billing can start work the same day.

Create client matter and assign post-payment task list