Update matter records in your database when staff changes
Update matter records in your database when staff changes
Your case staff and matter records fall out of sync, causing wrong billing contacts and intake delays. Keep billing contacts and opened dates accurate so invoices and triage proceed same day.
Overview
When staff assignments change on a case, this flow keeps your central matter database accurate so billing and intake aren't held up by manual updates. That means billing staff and practice managers can act on correct contacts and dates same day.