Update estimated fee from actual fee on matter
Update estimated fee from actual fee on matter
Your matter estimates lag when actual fees change, causing billing confusion. Keep estimated fees matched to actuals so billing staff and advisors issue accurate invoices same day.
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Overview
When actual fees outpace estimates, billing and client communications break down and slow invoicing. This flow automatically aligns your matter estimates to actual fees so billing staff and advisors can issue correct invoices and client messages the same day.