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Create case evaluation tasks from returning client rows

Create case evaluation tasks from returning client rows

Your returning client rows often go untriaged, leaving cases without a clear next step for the legal team. This creates case evaluation tasks so intake staff can assign owners same day.

Create case evaluation tasks from returning client rows

Overview

Spreadsheets are great for intake but they stall case momentum when rows sit untriaged; this flow turns each returning-client row into a ready-to-assign case item on your board. Intake coordinators get consistent work items and attorneys see assigned next steps the same day.

Create case evaluation tasks from returning client rows