Update client contact tags after billing status change
Update client contact tags after billing status change
Your billing statuses and contact tags drift, causing outreach or collections to hit wrong clients. Sync tags to contact records so billing staff act with correct status before billing.
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Overview
Stale contact tags create confusion between billing and intake and cause misplaced outreach. This flow keeps contact tags aligned with matter billing status so billing staff and intake coordinators act with correct status ahead of the next billing run.