Trigger due diligence update from case fee change
Trigger due diligence update from case fee change
Your case fee updates are disconnected from due diligence, causing manual handoffs and approval delays. It sends fee items to downstream workflows so coordinators can progress cases same day.
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Overview
When fee records change mid-project, manual handoffs stall due diligence and delay closings. This flow pushes reconciled fee items directly into your downstream due diligence pipeline so coordinators can progress cases the same day.