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Create matter task and log time from client events

Create matter task and log time from client events

Client calendar events with portal links often go untriaged and unbilled, leaving matters without follow-up context. Create matter-linked tasks and time entries automatically so work is recorded today.

Create matter task and log time from client events

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Overview

Untriaged client calendar events commonly create gaps in follow-up and missed billable time, slowing billing and client response. This flow turns those events into matter-linked tasks and short time logs so administrators and attorneys have action items and recorded time the same day.

Create matter task and log time from client events