For legal IT: Keep matter and billing records current

IT directors lose visibility when matters and invoices don't reach the tracking base, risking reporting gaps. It keeps matter and billing records current so operations and finance act from one source.

Overview

Legal IT leaders face reporting gaps when matters and invoices don't make it into the tracking base. This workflow funnels every new matter and its billing details into a central tracker so operations and finance work from current records, eliminating manual handoffs and reducing missed entries. The result is cleaner reconciliations and clearer operational visibility.

Notable Features

Create matter records in central base
Add billing entries to matter records
Notify operations and finance of changes