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Create KPI task rows from scheduled matter tasks

Create KPI task rows from scheduled matter tasks

Your matter tasks are scattered, leaving managers without a clear view of deadlines and owners. It captures due-dated tasks into a KPI spreadsheet for timely monthly reporting and review.

Create KPI task rows from scheduled matter tasks

Overview

When matter tasks are spread across systems, practice managers lose deadline visibility and reporting stalls. This flow writes due-dated tasks into a single KPI sheet so administrators get a consolidated view for monthly reporting and same-day triage.

Create KPI task rows from scheduled matter tasks