For business attorneys: prevent time logging after matter close

Business attorneys get close requests that leave matters active, causing billing and time errors. It sets the project inactive in your time tracker on close request, so billing and ops stop entries.

Overview

Missed deactivations expose small law firms to billing disputes and inaccurate invoices. This workflow flips matters to inactive on receipt of a close request so operations and billing stop accidental time capture and reports reflect closed matters.

Notable Features

Set projects inactive on request
Prevent additional time entries from logging
Notify operations and billing