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Create distro record in case after negotiation task ends

Create distro record in case after negotiation task ends

Your negotiations finish without a distro entry in the case, leaving billing without settlement details. Record settlement terms in the case so billing has distro details same day.

Create distro record in case after negotiation task ends

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Overview

Missing distro records create manual work and delay billing for small-firm partners. This flow writes settlement distribution details into the case as soon as negotiations finish, so billing and client coordinators have payout information same day and invoices move forward.

Create distro record in case after negotiation task ends