Remove billed client matters from nurture drip list
Remove billed client matters from nurture drip list
Your matter billing status can change after invoicing, leaving clients still in nurture drips. This removes them from your nurture list so communications staff stop outreach before the next campaign.
Overview
Billing-state changes often leave clients incorrectly enrolled in nurture sequences, creating awkward or irrelevant outreach. This workflow updates contact tags immediately after billing changes so communications and intake staff stop outreach before the next campaign.