Keep legal matter records and billables up to date

Customer support ops at law firms miss time entries when case documents arrive, causing billing gaps and incomplete activity logs. Zapier posts received dates and creates time entries so billing stays accurate and work is tracked.

Overview

Customer support ops in small law firms face billing gaps when document uploads don't translate into matter updates and time entries. This workflow keeps matter records and time entries aligned so billing stays accurate and manual reconciliations are minimized.

Notable Features

Update matter received dates
Create billable time entries
Notify billing and ops on uploads