Skip to content
Log inSign up
Templates
Update matter records from funding emails with timestamps

Update matter records from funding emails with timestamps

Your matter records miss funding updates when notification emails arrive, delaying payout tracking and follow-up. Updates and timestamps appear automatically, letting case managers act same day.

Update matter records from funding emails with timestamps

Overview

Turn funding notification emails into immediate matter updates so case managers and billing staff stop hunting for status changes. The firm gets timestamped visibility and reduces manual reconciliation, enabling same‑day follow-up.

Update matter records from funding emails with timestamps