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Create intro-call scorecard rows in team scorecard workbook

Create intro-call scorecard rows in team scorecard workbook

Completed intro-call tasks aren't centralized, leaving matter performance unclear to your case team. You receive consolidated scorecard rows for each completed call to support accurate weekly reporting.

Create intro-call scorecard rows in team scorecard workbook

Overview

When intro-call tasks are completed, they should feed a single scorecard so coordinators and attorneys always see the latest matter activity. This flow removes manual copying and delivers consolidated rows for your weekly reporting within minutes.

Create intro-call scorecard rows in team scorecard workbook