Keep disbursement records current for full stack developers

Full stack developers miss disbursement notices, causing stale records and missed payouts. This workflow records disbursement status to matter records, giving finance and ops a single source for reconciliations.

Overview

Missed disbursements create payout risk and messy reconciliations for ops and finance. Linking incoming disbursement notices to matter records creates a single source of truth, eliminating manual lookups and enabling timely reconciliations so teams can focus on high-value work.

Notable Features

Capture disbursement notices automatically
Update matter records with timestamps
Attach conversation IDs to records