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Create matter closure record from team mention trigger

Create matter closure record from team mention trigger

Your closure mentions in team channels leave final billing and archiving untracked. It captures each closure request as a record for case managers, enabling same-day invoices and file archiving.

Create matter closure record from team mention trigger

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Overview

When someone flags a matter for closure in your team channel, it often goes untracked and final billing slips. This flow turns each closure mention into a tracked closure record so case managers and billing can issue final invoices and archive files the same day.

Create matter closure record from team mention trigger