Lawyers keep matter fund statuses current with SureFund

Lawyers miss fund updates buried in notification emails, causing delayed disbursements and stalled case work. Parsed notices update SureFund and matters so lawyers start disbursements without searching.

Overview

Missed fund notifications create real risk of delayed disbursements and stalled case progress. This workflow ties incoming notification emails to your matter system so lawyers always see current SureFund status in the record, eliminating manual lookups and reducing the risk of missed disbursements.

Notable Features

Extract SureFund deal IDs
Update matter records automatically
Alert lawyers to fund changes