Update master case list from contingent fee agreement
Update master case list from contingent fee agreement
Your contingent fee agreements are untracked, leaving case rows missing incident or limitation dates. This keeps your master case list updated so intake proceeds same day.
Overview
When contingent fee agreements generate, intake dates must flow into your master list immediately so associates and intake coordinators can act. This eliminates manual lookups and gets incident and limitation dates into calendars and task lists the same day.