Create matter and payment records in centralized tracker
Create matter and payment records in centralized tracker
Your new matters and payments don't always reach the marketing tracker, leaving campaign managers and intake staff without billing context. Keep records synced so teams have same-day visibility.
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Overview
When new cases and payments don't surface in your tracker, campaign segmentation and revenue visibility stall. This flow moves matter and billing details into a central base so campaign managers and intake coordinators get same-day records and can act immediately.