For solicitors: keep matter records current after settlement forms

Solicitors face accounting errors when settlement forms don't update the master matter record. Updates keep billing and post-settlement workflows running on accurate matter fields.

Overview

Missed settlement updates create accounting headaches and stalled post-settlement work for small law firms. This workflow keeps the master matter record aligned with every settlement form so practice and finance act on accurate settlement data, eliminating manual reconciliations and missed steps.

Notable Features

Update central matter record fields
Populate settlement fields for accounting
Notify responsible case owner