Update individual client profiles on an hourly cadence

Your client profiles go stale when intake or portal edits aren't propagated, creating prep gaps for cases and billing. Keep profiles updated so intake and billing have accurate records same day.

Overview

Stale client contact details slow down intake, case prep, and billing cycles; a scheduled refresh eliminates that friction. Implementing hourly profile updates gives your intake coordinators and billing staff accurate records the same day, reducing manual fixes and speeding handoffs.