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Create follow-up tasks when recording completes for cases

Create follow-up tasks when recording completes for cases

Your recording task completions leave follow-up steps and expenses untracked. Create tasks, time entries, and expenses automatically so matters are billing-ready same day.

Create follow-up tasks when recording completes for cases

Overview

Completed recording tasks often create a chain of admin work—follow-ups, billing entries, and expenses—that slip through the cracks. This workflow captures that work immediately and creates tasks, time entries, and expenses so matters are ready for invoicing the same day.

Create follow-up tasks when recording completes for cases