Keep legal case settlements updated in central tracker

Partners miss settlement updates buried in case notes, causing billing holds and missed client follow-ups. Push settled case details into your central tracker so billing and client outreach start quickly.

Overview

Missed settlement updates create billing holds and late client outreach that hurt cashflow and client trust. This workflow keeps settled cases flowing into your central tracker and notifies partners, eliminating billing holds and preventing missed follow-ups.

Notable Features

Update central case tracker
Create settlement billing entries
Notify partners and client managers