Create daily closed case entries for firm operations

Your case status updates don't feed a consolidated closed-case log, leaving managers without a daily closed count for operations. Add closed cases to a central tracker so you have an accurate daily report before the next business day.

Create daily closed case entries for firm operations

Overview

Case closures often arrive without a consolidated log, forcing manual tallying for morning standups. This flow captures each closed case into a central daily tracker so operations and case managers get an accurate count and list before the next business day.

Create daily closed case entries for firm operations