Create outbound intake submission row in tracking sheet
Create outbound intake submission row in tracking sheet
Outbound intake submissions are not logged centrally, leaving paralegals without case context. The flow logs each submission to a shared tracking sheet so staff can prepare follow-ups same day.
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Overview
Unlogged outbound submissions force paralegals to hunt for context and slow case momentum. This flow captures each outbound intake submission into a shared tracking sheet and surfaces key case fields so your team can begin follow-ups the same day.