Mark client record when claim hits ready for signature
Mark client record when claim hits ready for signature
When a claim flips to Ready for Signature on your project board, client records can desync and stall billing. Keep client statuses current so billing staff can review and close files same day.
Overview
When claims move to Ready for Signature on your project board, billing stops chasing mismatched contact records and stalled invoices. The workflow aligns client statuses so billing staff and coordinators can prepare final review materials the same day.