Family lawyer: keep client and matter lookup data accurate

Family lawyers edit contacts that don't update the lookup table, causing wrong emails and missing client IDs for billing. It updates the lookup table so billing and outreach use correct emails and client IDs.

Overview

Contact updates that don't flow to your lookup table cause billing mistakes and missed outreach. This workflow ensures client and matter records stay accurate, eliminating mismatched emails and missing IDs so invoices and client messages use the right information. Users report fewer manual corrections and more reliable billing and outreach.

Notable Features

Update lookup records on contact change
Match contacts by full name or ID
Alert when no matching record found