The firm was unable to track which document they have received for each case and it makes them difficult as well as confusing to keep track. They wanted functionality to keep a tab for document checklist on case records related list which will make it easier to keep track of documents. They wanted a checklist where they can mark a document as received manually.
They were facing a lot of issues with billing and generating invoices and for that, they wanted a solution. The requirements for the billing centre are to automatically add case billing items, and cases aggregated into invoices, and to export invoices with the help of FormTitan.
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