Update master client record when a case is filed
Update master client record when a case is filed
You lack judge, trustee, or chapter info in client records when cases change phase, creating billing and reporting gaps. Updates arrive in the master sheet same day.
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Overview
Missing judge, trustee, or chapter details slows billing and clouds monthly reporting. This flow captures filed-case metadata and updates your master client sheet within 30 minutes, so finance and billing can invoice and close reports the same day.