Create consultant time entries from client portal events daily
Create consultant time entries from client portal events daily
Your client portal calendar events lack matter context, causing missed billable minutes and invoice gaps. You get matter-linked time entries added automatically so billing closes the same day.
Overview
Client-portal calendar events often arrive without matter context, leaving billing teams to chase missing time. This flow turns those events into matter-linked time entries automatically so billing staff can close the period faster and have invoices ready the same day.