Create matter and payment records in your matter database
Create matter and payment records in your matter database
New matters created in your practice management system often lack synced payment and client context, delaying billing and intake tasks. Consolidate matter and payment rows in your database for same-day billing and reporting.
Overview
If new matters arrive without synchronized payment context, billing and intake processes stall and reporting is fragmented. This flow captures matter and payment details into your central database so billing staff and case administrators can report and bill on the same day.