Update matter record from retainer email, notify team

Your retainer emails arrive unstructured and delay client intake and task assignment. It updates the client record and notifies paralegal and attorney so intake completes same day.

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Overview

When retainer confirmations land in your inbox, manual lookups slow intake and risk missed work. This workflow extracts payment details, updates the client/matter record, and alerts paralegal and attorney so cases proceed to intake the same day.