Keep operations case notes updated from cost-request emails

Operations coordinators miss cost-request emails that go unlogged, causing billing gaps and incomplete matter records. This prevents lost requests so finance and legal have matter-linked notes for billing and follow-up.

Overview

Operations coordinators risk billing gaps when cost-request emails aren't logged. This workflow captures each request as a matter-linked case note so finance and legal always have the documentation they need, preventing manual chase and missed billable items — teams report faster handoffs and fewer follow-ups.

Notable Features

Create matter-linked case notes
Match emails to matter records
Notify finance and legal teams