Keep reporting database updated when matter status changes

Operations coordinators struggle when matter status updates don't reach the reporting database, causing inaccurate reports and manual fixes. Updates flow in near real time, keeping reports accurate.

Overview

Stale matter records force operations into manual reconciliation and produce unreliable reports. This workflow keeps matter status synchronized with your reporting database in near real time, eliminating reconciliation work and ensuring leadership always sees accurate matter reports.

Notable Features

Update reporting records on change
Create matter records if missing
Alert ops when updates fail