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Create matter tracking rows for new open matters

Create matter tracking rows for new open matters

Your new matters aren't recorded in one place, leaving intake context and owner assignment unclear. You get a consolidated intake worksheet for triage and follow-up within the hour.

Create matter tracking rows for new open matters

Overview

Manual matter logging fragments intake and delays case triage; this flow centralizes open matters into a single intake worksheet on an hourly cadence. You’ll have a ready list within the hour to assign owners and start client work faster.

Create matter tracking rows for new open matters