Add completed matter rows to the assigned lawyer sheet
Add completed matter rows to the assigned lawyer sheet
Your completed Trello matter cards aren't captured in lawyer spreadsheets, causing missing invoice context. It adds a matter row to the assigned lawyer sheet so billing and reporting are ready same day.
Overview
Uncaptured completed matters mean delayed invoices and missing context for billing staff. This flow captures completed matter entries into each lawyer’s spreadsheet and delivers ready rows within minutes so billing and reporting teams can act same day.