Create daily duplicate report and clear duplicate records

Your client and lead records accumulate duplicates that skew billing, intake, and outreach workflows. It delivers a weekday report and flags items for cleanup so fixes occur before the next billing run.

Overview

Duplicate client and lead entries skew billing and waste staff time; this workflow produces a clear, dated report and cleans confirmed duplicates automatically. You get a weekday report and a tidy master log so billing staff and leadership have accurate records before the next billing run.