Update active file board when invoice status changes
Update active file board when invoice status changes
Your invoice updates in the practice system don't appear on the active files board, delaying collections and obscuring matter billing. Board updates arrive same day so billing staff can act.
Overview
When invoice statuses don't surface on your file board, billing and partners waste time chasing context and collections slow. This flow keeps matter records current so billing teams see status updates same day and can act before the next billing run.