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Update deal stage when matter moves to retainer

Update deal stage when matter moves to retainer

Cases moved to awaiting retainer bypass CRM updates, leaving pending agreements unprioritized. This links case phase to deal stage for same-day visibility.

Update deal stage when matter moves to retainer

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Overview

When a matter moves to the awaiting-retainer phase, your CRM should reflect that status so partners and intake staff can act. This flow advances the linked deal to the pending-agreement stage within minutes, producing same-day pipeline accuracy and clearer outreach priorities.

Update deal stage when matter moves to retainer