Skip to content
Record lost case leads for intake before next billing run

Record lost case leads for intake before next billing run

Your lost case leads from call tracking go unlinked to matters, causing missed invoices. Billing staff get reconciled intake rows with contact and loss reason so fees are identified before the next billing run.

Record lost case leads for intake before next billing run

Workflow preview:

Zap details:

Record lost case leads for intake before next billing run