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Create escrow matter, ledger row, and client email

Create escrow matter, ledger row, and client email

Your signed escrow agreements arrive without a matter or ledger row, delaying payment processing. Create the matter, tasks, ledger row, and client email so funds processing can begin same day.

Create escrow matter, ledger row, and client email

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Overview

Untracked escrow signings create reconciliation gaps and delayed client payouts. This flow converts each signed escrow into a new matter, ledger row, tasks, and a client payment request so billing and practice managers can start processing funds the same day.

Create escrow matter, ledger row, and client email