Legal operations: add payment notes to matter records

Operations managers miss payment context when receipts aren't logged on matters, risking billing errors. Add a dated payment note to the matter so attorneys and ops have an auditable billing history.

Overview

Unlogged payments create billing confusion and audit exposure for law firms. This workflow writes a dated payment note to the matter and notifies the originating attorney, creating a single auditable payment trail. Operations leaders gain reliable billing context and fewer reconciliation headaches.

Notable Features

Record dated notes on matters
Attach invoice and payment details
Notify originating attorney and ops