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Create mailed matter note and schedule disbursement task

Create mailed matter note and schedule disbursement task

Your outgoing mail form submissions lack matter attachment, requiring manual lookup and delaying billing. This creates dated matter notes and optional disbursement tasks so billing proceeds same day.

Create mailed matter note and schedule disbursement task

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Overview

When outgoing mail submissions aren't tied to a matter, paralegals waste time on lookup and billing stalls. This flow writes a dated note to the matter and creates a disbursement task when requested, so billing can proceed same day.

Create mailed matter note and schedule disbursement task