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Create case intake task from new spreadsheet rows

Create case intake task from new spreadsheet rows

Your case intake spreadsheet rows sit unprocessed and delay assignment of new client matters. The workflow creates structured intake tasks so coordinators can triage cases same day.

Create case intake task from new spreadsheet rows

Overview

Stop intake rows from languishing in spreadsheets and wasting partner time. Create ready-to-action intake tasks for project managers and intake coordinators so cases are screened and assigned the same day.

Create case intake task from new spreadsheet rows