Mark paid consultations and advance client matter tasks

Operations coordinators miss consultation payments in billing feeds, causing delayed follow-up and stalled intake. This marks the matter paid and adds a case comment so intake and ops proceed.

Overview

Missed consultation payments create follow-up gaps and stall client intake. This workflow marks matters paid and posts a case comment immediately, eliminating missed post-payment steps and keeping intake and operations aligned. Teams see less manual chasing and clearer handoffs.

Notable Features

Mark consultation tasks as paid
Add case comment to matter
Notify intake and operations stakeholders