Add closed case details to post-closing tracking sheet

Your closed case records often sit in the case manager without an export, stalling post-closing tasks and billing. Add rows to a shared sheet so staff can complete post-closing steps same day.

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Overview

Closed cases should create a clear, actionable list for billing and fulfillment instead of sitting hidden in the case manager. This flow pushes essential client and case details into a shared sheet so staff can complete post-closing tasks the same day.