Add new matters to the intake tracker spreadsheet

Your firm’s new matter details often remain unrecorded, delaying intake triage and impeding billing readiness. Coordinators get searchable intake rows so they can act same day.

Workflow preview:

Zap details:

Overview

Intake gaps create delays in triage and billing; this flow captures new matters into a single, searchable intake tracker so coordinators and billing staff immediately see client context. That visibility lets teams triage and prepare billing the same day, reducing handoffs and missed deadlines.