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Create overdue case investigation task from spreadsheet row

Create overdue case investigation task from spreadsheet row

Your spreadsheet flags inactive matters, but unprocessed rows stall case progress and client outreach. It creates follow-up tasks for paralegals so cases are investigated same day.

Create overdue case investigation task from spreadsheet row

Overview

Unprocessed spreadsheet rows can let inactive matters slip and delay client outreach; routing those rows into your case system as tasks gives paralegals clear work to act on. This creates assigned follow-up tasks within minutes so case managers can investigate cases the same day.

Create overdue case investigation task from spreadsheet row