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Create intro call scorecard row from completed task

Create intro call scorecard row from completed task

Intro call completions aren't recorded centrally, leaving paralegals and managers without a scorecard. The scorecard records each completed intro call so you can reconcile workload same day.

Create intro call scorecard row from completed task

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Overview

When paralegals complete intro calls, those events need to feed a reliable scorecard so managers can trust reporting without manual consolidation. This flow captures each completion and writes it to a shared workbook, giving same-day workload visibility and an auditable trail for project managers.

Create intro call scorecard row from completed task