Prevent missed AML fees when matters are opened

Accounting coordinators lose AML admin fees when new-client matters open, causing billing and compliance gaps. Create a disbursement on matter creation so billing is accurate and audit-ready.

Overview

Finance teams face billing gaps and audit risk when AML admin fees are missed on new matters. This workflow records the disbursement automatically at matter creation, eliminating missed charges and preserving an auditable trail so invoicing captures required fees.

Notable Features

Create disbursements on matter creation
Check new-client custom field
Maintain auditable billing records