--- title: How to Address CMI Timing Out at “Update Client Credit History” description: If a CMI request stalls at “Update Client Credit History,” it may be safe to manually progress the request. Learn how to verify the stage and move the workflow forward. --- [Skip to content](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#main-content) English Show submenu for translations [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new?hsLang=en) [Customer portal](https://www.hubspot.actusverto.com/tickets-view?hsLang=en) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](https://www.actusverto.com) - [Services](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#about) Open main navigation Close main navigation - [Services](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#about) - English Show submenu for translations - [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new) - [Customer portal](https://www.hubspot.actusverto.com/tickets-view) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Intapp](https://www.hubspot.actusverto.com/intapp-km?hsLang=en) 2. [How to](https://www.hubspot.actusverto.com/intapp-km/how-to?hsLang=en) # How to Address CMI Timing Out at “Update Client Credit History” ### **Overview** During the Client/Matter Intake (CMI) process, a request may appear to **time out** or stall at the **“Update Client Credit History”** stage. However, if the CMI has already passed the earlier **“Creating Pending Matter…”** stage, the request is safe to progress manually without risk of data corruption or workflow conflict. --- ### 🧩 **Why the Timeout Occurs** This timeout typically results from delays or interruptions when Intapp attempts to update the Client’s Credit History during the integration process. Even though this stage appears stuck, the critical earlier step—**Creating Pending Matter**—has already completed successfully. Once the pending matter is created, the workflow can safely be advanced by a user. --- ### 🛠️ **How to Resolve the Issue** ### **Step 1 — Confirm the Workflow Stage** Check that the CMI has already passed the **“Creating Pending Matter…”** stage. If it has, then it is safe to proceed manually. --- ### **Step 2 — Manually Progress the CMI Request** Move the CMI manually to the next workflow stage: ➡ **Conflicts Resolution**  This bypasses the stalled “Update Client Credit History” step and allows the workflow to continue normally. --- ### **Step 3 — Continue the Workflow as Usual** After moving the Request to Conflicts Resolution, the remainder of the workflow should progress without issue. No further corrective action is required unless new errors appear. --- ### 📝 **Additional Notes** - Manual progression should only be done **after confirming** the matter has been created in the preceding step. - This issue does **not** require a data fix or integration correction. - If the request *has not yet* passed “Creating Pending Matter,” do not manually move it forward—contact your support team instead. - [Troubleshooting](https://www.hubspot.actusverto.com/intapp-km/troubleshooting?hsLang=en) - [Integrations](https://www.hubspot.actusverto.com/intapp-km/integrations?hsLang=en) - [How to](https://www.hubspot.actusverto.com/intapp-km/how-to?hsLang=en) - [Services](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-to-address-cmi-timing-out-at-update-client-credit-history#about) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](http://www.actusverto.com) [mailto:support@actusverto.com](mailto:support@actusverto.com) Copyright © 2026,