Update matter records in your central case database
Update matter records in your central case database
Matter entries between your intake CRM and case table fall out of sync, causing billing and scheduling errors. Keep matter rows accurate so practice managers can prep billing and appointments same day.
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Overview
When matter details change in your intake system, downstream billing and scheduling depend on those updates being current. This flow keeps your central case table aligned so practice managers can prepare billing and appointments same day, avoiding late invoices and double-bookings.