Add filed case scorecard row when task completes

You lose visibility when completed filing tasks aren’t logged, leaving paralegals without a reliable operations trail. The workflow creates an auditable scorecard entry so teams see filings same day.

Workflow preview:

Zap details:

Overview

Stop relying on manual logs that leave filings untracked and reports incomplete. This flow writes every completed filing to a centralized scorecard the same day, giving paralegals and managers auditable, ready-to-use data for reporting and workload planning.