Update retained client roster when lifecycle stage changes
Update retained client roster when lifecycle stage changes
Your retained client roster goes stale when lifecycle changes aren't captured, delaying invoices and owner handoffs. Keep retained-date and owner info current so billing and assignments occur same day.
Workflow preview:
Zap details:
Overview
Missed retainer updates cost you billable days and create ownership confusion; this flow keeps your roster accurate the moment a contact is marked retained. That means billing staff and partners can invoice and assign matters reliably, often the same day.