Add litigation matters to tracking sheet for attorneys

You lack a reliable log of new litigation matters, leaving attorneys and operations without a centralized intake list for triage and scheduling. It provides an up-to-date intake list for same-day review.

Overview

When new matters aren’t logged centrally, attorneys and billing staff miss triage windows and intake stalls. This flow captures matters, filters for assigned attorneys, and writes a standardized row so your team has an audit-ready intake list for same-day review.