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You can streamline your matter management by setting up a workflow that automatically advances a matter to the next stage once an invoice has been paid.

From the main menu, select <code>Automation</code>, then navigate to the <code>Workflow</code> tab and click <code>+ Add Workflow</code>.

Enter a <code>Workflow Name</code> and an optional <code>Description</code> to help you identify it later.

Choose <code>New Payment is Received</code> as the <code>Trigger Type</code>, then click <code>Continue</code>.

Under <code>Select Action</code>, choose <code>Update Matter</code>, then click <code>Continue</code>.

<code>Setup</code> the parameters for how the matter should be updated (e.g., move to a specific stage or status).

Review your setup and click <code>Save</code> to activate the workflow.

1. From the main menu, select <code>Automation</code>, then navigate to the <code>Workflow</code> tab and click <code>+ Add Workflow</code>.
2. Enter a <code>Workflow Name</code> and an optional <code>Description</code> to help you identify it later.
3. Choose <code>New Payment is Received</code> as the <code>Trigger Type</code>, then click <code>Continue</code>.
4. Under <code>Select Action</code>, choose <code>Update Matter</code>, then click <code>Continue</code>. 
5. <code>Setup</code> the parameters for how the matter should be updated (e.g., move to a specific stage or status).
6. Review your setup and click <code>Save</code> to activate the workflow.

Set Up a Workflow to Automatically Move Matters to the Next Stage Once an Invoice Is Paid.

Automatically Advance Matters When an Invoice Is Paid Using a Workflow

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Automatically Advance Matters When an Invoice Is Paid Using a Workflow

Steps to Set It Up