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Update invoice records with client file links automatically

Update invoice records with client file links automatically

Invoice records lack file links, forcing billing staff to hunt through emails and cloud drives. Billing and legal assistants can finalize invoices same day.

Update invoice records with client file links automatically

Overview

Incoming document callbacks frequently leave invoices missing supporting files, which slows billing and client follow-up. This flow attaches storage links and logs every callback so billing staff and legal assistants can finalize invoices the same day.

Update invoice records with client file links automatically