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Create or update matter records from parsed files

Create or update matter records from parsed files

Your matter intake stalls when client documents and PDFs hold the authoritative data outside your matters database. Keep matter profiles current so billing and filing proceed the same day.

Create or update matter records from parsed files

Overview

When intake PDFs live in inboxes, matter setup and billing fall behind. This flow extracts parsed data and creates or refreshes matter records so practice managers and attorneys see accurate matter profiles within minutes.

Create or update matter records from parsed files