Update case status when bank mandate completes in database
Update case status when bank mandate completes in database
Your matter records lack up-to-date bank mandate status, causing legal coordinators to chase documents and delay case closure. Keep records current so coordinators can close or flag matters same day.
Overview
If external systems post bank mandate outcomes to your platform, this flow removes manual updates so legal coordinators stop chasing status and can close or reassign matters faster. Records update within minutes, enabling same-day closures and fewer follow-ups.