Head of partnerships: Never miss pre-legal invoice matches

Head of partnerships risks missed partner collections when pre-legal invoice matches go unreviewed. Real-time alerts send matches to partnerships and ops for triage within minutes.

Overview

Missed pre-legal matches create revenue and escalation risk for partnerships and operations. This workflow routes matched invoices to partnerships and ops, creates prioritized review tasks, and posts alerts—so staff triage faster, achieve zero missed follow-ups, and maintain clear escalation paths.

Notable Features

Notify partnerships and ops instantly
Create prioritized review tasks
Flag invoices that meet criteria