Route fee agreement approvals to team channel instantly

Your fee-agreement intake entries wait for approval, stalling case setup and delaying retainer collection. Approvals reach program coordinators the same day.

Route fee agreement approvals to team channel instantly

Overview

Fee-agreement intake often stalls because requests sit unattended or need manual handoffs. This workflow delivers each fee-agreement request straight into a review channel so program coordinators and billing staff can approve retainers the same day, accelerating case onboarding.

Route fee agreement approvals to team channel instantly