Skip to content

Update matter and client records for intake teams before next billing run

Your incoming client and matter intake notices land with missing or duplicate identifiers, causing delayed case assignments and billing discrepancies. Keep client and matter profiles accurate so intake and billing teams reconcile records before the next billing run.

Update matter and client records for intake teams before next billing run

Workflow preview:

Zap details:

Update matter and client records for intake teams before next billing run