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Update matter records from submitted price agreement forms

Update matter records from submitted price agreement forms

Your matter records often lack agreed-price and estimate fields after price form submissions, leaving billing teams without ready numbers. It populates fields for same-day invoicing.

Update matter records from submitted price agreement forms

Overview

Price-agreement submissions should feed your CRM, not live in inboxes. This flow parses external form payloads and fills matter financial fields so sales ops and billing can invoice and report accurately within the same day.

Update matter records from submitted price agreement forms