Skip to content

Add closed detained-file tasks to scorecard for case managers

Your detained-file task records sit untracked and obscure case progress, causing missed follow-ups and billing gaps. Case managers and billing staff see completed filings in a shared scorecard before the next billing run.

Add closed detained-file tasks to scorecard for case managers

Workflow preview:

Zap details:

Add closed detained-file tasks to scorecard for case managers