Send case closure messages to clients and billing
Send case closure messages to clients and billing
Your closed cases don't trigger client or billing notices, leaving clients uncertain and billing delayed. Notifications are sent at archival so matters are finalized and accounts updated same day.
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Overview
When a case moves to the archived stage, clients and billing often miss closure notices and accounting falls behind. This flow sends tailored email and SMS and routes a copy to billing within an hour so matters close cleanly and accounts are updated the same day.