Send retainer number alerts to your ops channel
Send retainer number alerts to your ops channel
Your retainer request sheet needs manual checks, which delays invoicing and case intake. It posts retainer numbers to your ops channel so billing can act same day.
Overview
Stop relying on manual spreadsheet checks for retainer numbers — push updates directly to your ops channel so billing and intake see them as soon as a row is completed. That shortens handoffs and gets invoices and case intake started the same day.