Skip to content
Log inSign up
Templates
For law firms: create allocation records when matters open

For law firms: create allocation records when matters open

Associate attorneys lose allocation entries when matters open, creating billing gaps. Create linked allocation records as matters open so operations and attorneys can bill and coordinate immediately.

For law firms: create allocation records when matters open

Overview

Missed allocation records create billing gaps and frustrate associate attorneys and operations. This workflow ensures each new matter opens with a linked allocation record and owner notifications, eliminating delayed billing and confusing handoffs so billing and coordination start immediately.

Notable Features

  • Create allocation records on matter creation
  • Link tracker entries to matters
  • Notify operations and assigned attorneys

For law firms: create allocation records when matters open