Managing attorneys stop stale check records in trust logs
Managing attorneys stop stale check records in trust logs
Managing attorneys face stale check-state fields that cause reconciliation gaps in trust accounts. It clears fields and timestamps the received check row on case step changes so finance can reconcile.
Overview
Managing attorneys risk reconciliation gaps and compliance headaches when check receipt states go stale. This workflow clears stale check-state fields and timestamps received checks on case-step changes, delivering reliable records so finance can reconcile faster; customers report cleaner ledgers and fewer reconciliation issues.
Notable Features
- Clear MFR check-state fields
- Timestamp received check rows
- Alert finance and operations owners