Add campaign number to updated dashboard spreadsheet rows

Matter dashboard rows lack campaign context when case management values aren't copied, delaying intake and billing. The workflow fills campaign fields so your team sees attribution and billing context same day.

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Overview

For a small law firm, missing campaign attribution in your case dashboard creates friction for intake and billing. This flow automatically fills campaign values into updated rows so managing attorneys and paralegals see attribution and billing context the same day, reducing manual lookup and billing delays.