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Create current matters spreadsheet and export as file

Create current matters spreadsheet and export as file

Your open matter records arrive from multiple sources without a single export, delaying reports and billing. Gain a consolidated spreadsheet and exported file for same-day review.

Create current matters spreadsheet and export as file

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Overview

When intake updates arrive from different sources, managers and billing staff need a single, reliable export to act on. This flow consolidates matter records into a timestamped spreadsheet plus an exported file so teams can review and prepare invoices the same day.

Create current matters spreadsheet and export as file