Create client consult rows in assigned monthly sheet

Your consult rows aren't reaching monthly sheets, causing missed billing and delayed follow-ups. It routes updated rows into the assigned monthly worksheet so records are ready for billing the same day.

Overview

Missed consult entries create billing friction and slow client follow-up; this flow moves updated intake rows into each partner’s monthly worksheet automatically. Billing staff and partners get consistent records ready for invoicing and outreach the same day.