Update matter with client ID and log case
Update matter with client ID and log case
Your new matters often lack a client ID, causing duplicate contacts and delayed billing. Assign client IDs and log matters to a case table so intake and billing can reconcile same day.
Overview
New matters without a consistent client ID cause duplicate contacts and billing friction across intake and accounting. This flow applies a canonical client ID to each matter and logs it to your central case table so intake and billing can reconcile accounts the same day.