Centralize law firm deal and client reporting for leadership

Law firm owners miss intake and deal updates, causing follow-up gaps that risk case timelines. Route incoming data into a spreadsheet so leadership reviews weekly pipeline and triggers follow-ups.

Overview

Small law firms risk missed deadlines and client dissatisfaction when intake slips through. This workflow centralizes every incoming deal and client record into one spreadsheet so leadership sees weekly pipeline and staff can act promptly. The result is fewer missed follow-ups and clearer handoffs across case work.

Notable Features

Capture intake and deal details
Append rows to central spreadsheet
Notify leadership for pending follow-ups