Legal ops manager: start projects when agreements paid

Operations managers missing signed agreements and payments cause billing gaps. Automated project creation and CRM updates ensure operations and attorneys begin work without manual data entry.

Overview

Operations managers risk billing gaps and delayed attorney handoffs when signed agreements sit in inboxes. This workflow turns every signed agreement + payment into a matter and CRM update, notifying the assigned attorney so work starts without manual data entry and billing can proceed cleanly.

Notable Features

Create project records automatically
Update CRM contact with payment
Alert assigned attorneys and operations staff