Legal support ops: update matters on settlement upload

Customer support ops miss matter updates when settlement documents upload, delaying client payments and attorney review. It updates matter fields and alerts attorneys so payments aren't stalled.

Overview

Missed settlement uploads stall payments and leave attorneys waiting on critical next steps. This workflow flips matter fields and notifies support and counsel so payments don't get held up and case work proceeds without manual chasing. Small legal shops regain control of matter status and eliminate manual update bottlenecks.

Notable Features

Update matter custom fields
Notify support and attorneys immediately
Record document timestamps in matters