Keep case matter rows current for business owners

Business owners miss client or notice docs stored elsewhere, leaving contact details stale. Automated updates push client and matter details to the master sheet, giving case managers current records.

Overview

Stale client and contact info forces business owners into manual reconciliations and slows casework. This workflow keeps your master matter sheet aligned with new client or notice documents so case managers start work with accurate records, eliminating manual lookups. Customers report fewer manual reconciliations and smoother handoffs after implementing similar flows.

Notable Features

Update matter rows from documents
Detect documents mentioning client or notice
Ensure case managers see current details