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Create matter and payment records in your database

Create matter and payment records in your database

Your new matters often miss consolidated payment and intake details, forcing coordinators to compile billing records manually. Consolidated records enable billing staff and coordinators to act same day.

Create matter and payment records in your database

Overview

When matters and payments live in separate places, intake and billing teams waste time reconciling records. This flow centralizes new case and payment details into your tracking base, enabling billing staff and coordinators to act on complete data the same day.

Create matter and payment records in your database